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 | $4,670 | $58,208-92.0% | $81,812-94.3% | $80,856-94.2% |
| Participation rate | 16.7% | 63.4%-46.7pp | 72.3%-55.7pp | 67.6%-51.0pp |
| Annual return | 14.84% | 41.66%-26.8pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $304 | $2,340-87.0% | $2,912-89.6% | $2,755-89.0% |
| Participant deferral / active EE | $608 | $3,281-81.5% | $4,319-85.9% | $4,296-85.8% |
| Admin fee / account holder | $1,621 | $4,981-67.5% | $7,386-78.1% | $6,918-76.6% |