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.)
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 | $11,192 | $86,929-87.1% | $102,423-89.1% | $80,856-86.2% |
| Participation rate | 44.4% | 72.4%-27.9pp | 76.5%-32.0pp | 67.6%-23.2pp |
| Annual return | 25.23% | 18.88%+6.3pp | 29.32%-4.1pp | 35.59%-10.4pp |
| Employer contribution / active EE | $1,419 | $2,369-40.1% | $3,023-53.1% | $2,755-48.5% |
| Participant deferral / active EE | $2,934 | $4,118-28.8% | $5,053-41.9% | $4,296-31.7% |
| Admin fee / account holder | $527 | $8,049-93.5% | $9,451-94.4% | $6,918-92.4% |