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.
Participant 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 | $22,316 | $73,360-69.6% | $177,989-87.5% | $74,495-70.0% |
| Participation rate | 18.9% | 66.6%-47.7pp | 77.1%-58.2pp | 67.2%-48.3pp |
| Annual return | 14.30% | 17.49%-3.2pp | 294.48%-280.2pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $585 | $2,216-73.6% | $3,949-85.2% | $2,623-77.7% |
| Participant deferral / active EE | $762 | $4,513-83.1% | $6,276-87.9% | $4,346-82.5% |
| Admin fee / account holder | $457 | $1,808-74.7% | $10,363-95.6% | $1,942-76.5% |