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.)
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 | $32,016 | $101,317-68.4% | $146,958-78.2% | $74,495-57.0% |
| Participation rate | 36.9% | 75.5%-38.6pp | 82.2%-45.2pp | 67.2%-30.3pp |
| Annual return | 0.00% | 8730.91%-8730.9pp | 418.34%-418.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,374 | $7,303-40.1% | $8,070-45.8% | $4,346+0.7% |
| Admin fee / account holder | $873 | $1,739-49.8% | $12,998-93.3% | $1,942-55.0% |