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.)
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 | $2,310 | $56,317-95.9% | $71,209-96.8% | $74,304-96.9% |
| Participation rate | 67.3% | 55.1%+12.2pp | 73.8%-6.4pp | 60.3%+7.0pp |
| Annual return | 17.45% | 42.83%-25.4pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $258 | $2,160-88.1% | $2,721-90.5% | $2,241-88.5% |
| Participant deferral / active EE | $949 | $2,788-66.0% | $4,175-77.3% | $3,767-74.8% |
| Admin fee / account holder | $926 | $2,290-59.5% | $5,349-82.7% | $2,969-68.8% |