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 | $17,883 | $179,726-90.1% | $156,263-88.6% | $142,382-87.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 37.27% | 77.86%-40.6pp | 59.47%-22.2pp | 217.08%-179.8pp |
| Employer contribution / active EE | $3,451 | $5,069-31.9% | $4,333-20.3% | $4,299-19.7% |
| Participant deferral / active EE | $10,532 | $6,956+51.4% | $6,158+71.0% | $6,507+61.8% |
| Admin fee / account holder | $16,887 | $17,272-2.2% | $14,255+18.5% | $12,624+33.8% |