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 | $27,896 | $86,929-67.9% | $102,423-72.8% | $80,856-65.5% |
| Participation rate | 35.9% | 72.4%-36.4pp | 76.5%-40.6pp | 67.6%-31.7pp |
| Annual return | 11.90% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,160 | $2,369-51.1% | $3,023-61.6% | $2,755-57.9% |
| Participant deferral / active EE | $2,285 | $4,118-44.5% | $5,053-54.8% | $4,296-46.8% |
| Admin fee / account holder | $6,720 | $8,049-16.5% | $9,451-28.9% | $6,918-2.9% |