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 | $126,768 | $177,572-28.6% | $154,803-18.1% | $142,382-11.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 5.27% | 65.07%-59.8pp | 58.88%-53.6pp | 217.08%-211.8pp |
| Employer contribution / active EE | $2,224 | $4,810-53.8% | $4,305-48.3% | $4,299-48.3% |
| Participant deferral / active EE | $818 | $6,272-87.0% | $5,540-85.2% | $6,507-87.4% |
| Admin fee / account holder | $1,354 | $16,786-91.9% | $14,329-90.5% | $12,624-89.3% |