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 | $879 | $117,983-99.3% | $101,794-99.1% | $142,382-99.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 44.80% | 36.92%+7.9pp | 30.53%+14.3pp | 217.08%-172.3pp |
| Employer contribution / active EE | $583 | $2,773-79.0% | $2,289-74.5% | $4,299-86.4% |
| Participant deferral / active EE | $750 | $4,714-84.1% | $4,084-81.6% | $6,507-88.5% |
| Admin fee / account holder | $9,212 | $10,433-11.7% | $8,777+5.0% | $12,624-27.0% |