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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,341 | $70,756-98.1% | $65,493-98.0% | $142,382-99.1% |
| Participation rate | 64.3% | 77.4%-13.1pp | 73.1%-8.8pp | 80.1%-15.8pp |
| Annual return | 1.03% | 1754.89%-1753.9pp | 982.45%-981.4pp | 217.08%-216.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,453 | $4,637-68.7% | $3,961-63.3% | $6,507-77.7% |
| Admin fee / account holder | $407 | $6,559-93.8% | $5,028-91.9% | $12,624-96.8% |