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 | $212,010 | $127,065+66.9% | $113,168+87.3% | $142,382+48.9% |
| Participation rate | 57.9% | 79.2%-21.3pp | 76.6%-18.7pp | 80.1%-22.2pp |
| Annual return | 12.09% | 24.03%-11.9pp | 24.27%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $507 | $3,442-85.3% | $2,975-82.9% | $4,299-88.2% |
| Participant deferral / active EE | $2,256 | $5,716-60.5% | $5,107-55.8% | $6,507-65.3% |
| Admin fee / account holder | $2,004 | $15,736-87.3% | $12,068-83.4% | $12,624-84.1% |