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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,349 | $183,519-54.6% | $155,509-46.4% | $145,922-42.9% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 20.59% | 61.17%-40.6pp | 64.67%-44.1pp | 561.29%-540.7pp |
| Employer contribution / active EE | $500 | $5,313-90.6% | $4,672-89.3% | $4,660-89.3% |
| Participant deferral / active EE | $5,625 | $6,462-13.0% | $5,6260% | $6,688-15.9% |
| Admin fee / account holder | $869 | $19,313-95.5% | $15,912-94.5% | $13,397-93.5% |