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 | $66,235 | $114,381-42.1% | $107,525-38.4% | $142,382-53.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 16.22% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $730 | $4,015-81.8% | $3,754-80.6% | $4,299-83.0% |
| Participant deferral / active EE | $7,833 | $5,564+40.8% | $5,116+53.1% | $6,507+20.4% |
| Admin fee / account holder | $687 | $9,860-93.0% | $8,919-92.3% | $12,624-94.6% |