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 | $113,238 | $114,381-1.0% | $107,525+5.3% | $142,382-20.5% |
| Participation rate | 14.3% | 78.1%-63.9pp | 75.1%-60.8pp | 80.1%-65.8pp |
| Annual return | 17.83% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $101 | $4,015-97.5% | $3,754-97.3% | $4,299-97.7% |
| Participant deferral / active EE | $3,530 | $5,564-36.6% | $5,116-31.0% | $6,507-45.7% |
| Admin fee / account holder | $1,727 | $9,860-82.5% | $8,919-80.6% | $12,624-86.3% |