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.)
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 | $4,657 | $163,101-97.1% | $136,749-96.6% | $142,382-96.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 14.76% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $899 | $4,117-78.2% | $3,400-73.6% | $4,299-79.1% |
| Participant deferral / active EE | $899 | $5,585-83.9% | $4,692-80.9% | $6,507-86.2% |
| Admin fee / account holder | $3,202 | $14,318-77.6% | $11,386-71.9% | $12,624-74.6% |