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 | $22,973 | $107,452-78.6% | $91,541-74.9% | $142,382-83.9% |
| Participation rate | 19.0% | 75.1%-56.0pp | 69.8%-50.7pp | 80.1%-61.1pp |
| Annual return | 9.97% | 22.06%-12.1pp | 20.50%-10.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $874 | $4,754-81.6% | $4,008-78.2% | $6,507-86.6% |
| Admin fee / account holder | $1,507 | $8,834-82.9% | $6,956-78.3% | $12,624-88.1% |