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.
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 | $3,870 | $60,022-93.6% | $88,946-95.6% | $84,808-95.4% |
| Participation rate | 52.5% | 57.8%-5.4pp | 68.8%-16.4pp | 68.3%-15.9pp |
| Annual return | 122.27% | 22.43%+99.8pp | 57.82%+64.4pp | 40.90%+81.4pp |
| Employer contribution / active EE | $1,121 | $1,703-34.2% | $2,555-56.1% | $2,631-57.4% |
| Participant deferral / active EE | $1,625 | $3,114-47.8% | $4,581-64.5% | $4,212-61.4% |
| Admin fee / account holder | $1,158 | $4,811-75.9% | $8,261-86.0% | $7,344-84.2% |