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.)
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 | $10,165 | $88,634-88.5% | $101,326-90.0% | $74,304-86.3% |
| Participation rate | 55.6% | 76.9%-21.3pp | 81.5%-25.9pp | 60.3%-4.8pp |
| Annual return | 51.20% | 33.10%+18.1pp | 36.82%+14.4pp | 29.43%+21.8pp |
| Employer contribution / active EE | $746 | $2,930-74.6% | $3,665-79.7% | $2,241-66.7% |
| Participant deferral / active EE | $2,530 | $7,322-65.5% | $7,994-68.4% | $3,767-32.9% |
| Admin fee / account holder | $497 | $2,425-79.5% | $11,185-95.6% | $2,969-83.2% |