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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,296 | $50,982+57.5% | $154,803-48.1% | $85,563-6.2% |
| Participation rate | 1.1% | 59.8%-58.7pp | 78.1%-77.0pp | 66.0%-64.9pp |
| Annual return | 3.11% | 30.35%-27.2pp | 58.88%-55.8pp | 31.51%-28.4pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $226 | $2,474-90.9% | $5,540-95.9% | $4,375-94.8% |
| Admin fee / account holder | $141,293 | $846+16602.8% | $14,329+886.1% | $834+16837.6% |