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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,972 | $81,460+9.2% | $103,333-13.9% | $80,856+10.0% |
| Participation rate | 29.9% | 66.8%-37.0pp | 74.5%-44.7pp | 67.6%-37.8pp |
| Annual return | 12.58% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,080 | $3,869-20.4% | $5,057-39.1% | $4,296-28.3% |
| Admin fee / account holder | $8,321 | $6,566+26.7% | $8,355-0.4% | $6,918+20.3% |