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 | $8,963 | $95,803-90.6% | $113,168-92.1% | $84,808-89.4% |
| Participation rate | 45.5% | 72.9%-27.4pp | 76.6%-31.1pp | 68.3%-22.9pp |
| Annual return | 20.48% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $429 | $2,360-81.8% | $2,975-85.6% | $2,631-83.7% |
| Participant deferral / active EE | $2,069 | $4,242-51.2% | $5,107-59.5% | $4,212-50.9% |
| Admin fee / account holder | $1,604 | $8,989-82.2% | $12,068-86.7% | $7,344-78.2% |