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 | $12,233 | $69,763-82.5% | $67,502-81.9% | $74,495-83.6% |
| Participation rate | 40.0% | 71.4%-31.4pp | 72.9%-32.9pp | 67.2%-27.2pp |
| Annual return | 30.06% | -40.34%+70.4pp | 3512.12%-3482.1pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $1,064 | $2,704-60.6% | $2,731-61.0% | $2,623-59.4% |
| Participant deferral / active EE | $2,154 | $3,636-40.8% | $4,000-46.2% | $4,346-50.4% |
| Admin fee / account holder | $2,235 | $896+149.5% | $3,998-44.1% | $1,942+15.1% |