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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,778 | $74,927-65.6% | $101,794-74.7% | $84,808-69.6% |
| Participation rate | 50.9% | 61.4%-10.5pp | 69.2%-18.2pp | 68.3%-17.4pp |
| Annual return | 10.65% | 18.70%-8.1pp | 30.53%-19.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $765 | $3,099-75.3% | $4,084-81.3% | $4,212-81.8% |
| Admin fee / account holder | $2,639 | $6,514-59.5% | $8,777-69.9% | $7,344-64.1% |