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 | $7,561 | $126,574-94.0% | $106,213-92.9% | $145,922-94.8% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 15.88% | 224.79%-208.9pp | 116.14%-100.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,366 | $3,730-36.6% | $3,171-25.4% | $4,660-49.2% |
| Participant deferral / active EE | $2,366 | $5,724-58.7% | $5,016-52.8% | $6,688-64.6% |
| Admin fee / account holder | $1,869 | $17,304-89.2% | $11,033-83.1% | $13,397-86.1% |