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 | $15,565 | $108,919-85.7% | $100,391-84.5% | $145,922-89.3% |
| Participation rate | 64.3% | 82.9%-18.6pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 15.78% | 57.88%-42.1pp | 49.20%-33.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,956 | $8,445-29.5% | $8,082-26.3% | $6,688-10.9% |
| Admin fee / account holder | $2,848 | $9,689-70.6% | $7,899-63.9% | $13,397-78.7% |