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.
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 | $32,785 | $138,347-76.3% | $184,203-82.2% | $80,856-59.5% |
| Participation rate | 68.8% | 83.9%-15.1pp | 86.8%-18.1pp | 67.6%+1.1pp |
| Annual return | 20.29% | 20.02%+0.3pp | 28.81%-8.5pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,411 | $4,850-70.9% | $6,427-78.1% | $2,755-48.8% |
| Participant deferral / active EE | $5,628 | $7,071-20.4% | $9,131-38.4% | $4,296+31.0% |
| Admin fee / account holder | $1,964 | $10,483-81.3% | $13,901-85.9% | $6,918-71.6% |