See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,162 | $138,347-83.3% | $184,203-87.4% | $80,856-71.4% |
| Participation rate | 68.9% | 83.9%-15.0pp | 86.8%-17.9pp | 67.6%+1.3pp |
| Annual return | 29.19% | 20.02%+9.2pp | 28.81%+0.4pp | 35.59%-6.4pp |
| Employer contribution / active EE | $1,965 | $4,850-59.5% | $6,427-69.4% | $2,755-28.7% |
| Participant deferral / active EE | $3,912 | $7,071-44.7% | $9,131-57.2% | $4,296-8.9% |
| Admin fee / account holder | $895 | $10,483-91.5% | $13,901-93.6% | $6,918-87.1% |