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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,607 | $159,602-91.5% | $150,045-90.9% | $142,382-90.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 10.18% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,708 | $4,961-65.6% | $4,693-63.6% | $4,299-60.3% |
| Participant deferral / active EE | $4,669 | $8,310-43.8% | $7,997-41.6% | $6,507-28.3% |
| Admin fee / account holder | $1,738 | $14,846-88.3% | $13,435-87.1% | $12,624-86.2% |