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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,266 | $60,892-93.0% | $82,389-94.8% | $84,808-95.0% |
| Participation rate | 85.2% | 63.3%+21.9pp | 69.5%+15.6pp | 68.3%+16.9pp |
| Annual return | 18.40% | 37.29%-18.9pp | 28.67%-10.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,697 | $3,179+16.3% | $4,155-11.0% | $4,212-12.2% |
| Admin fee / account holder | $2,990 | $5,467-45.3% | $7,231-58.6% | $7,344-59.3% |