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 | $10,839 | $100,773-89.2% | $88,946-87.8% | $142,382-92.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 38.49% | 70.18%-31.7pp | 57.82%-19.3pp | 217.08%-178.6pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,499 | $5,230+43.4% | $4,581+63.7% | $6,507+15.2% |
| Admin fee / account holder | $1,011 | $9,693-89.6% | $8,261-87.8% | $12,624-92.0% |