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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,046 | $74,888-90.6% | $71,209-90.1% | $142,382-95.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | -32.35% | 345.14%-377.5pp | 282.51%-314.9pp | 217.08%-249.4pp |
| Employer contribution / active EE | $88 | $2,854-96.9% | $2,721-96.8% | $4,299-98.0% |
| Participant deferral / active EE | $875 | $4,454-80.4% | $4,175-79.0% | $6,507-86.6% |
| Admin fee / account holder | $4,002 | $5,568-28.1% | $5,349-25.2% | $12,624-68.3% |