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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,612 | $110,887-96.7% | - | $145,922-97.5% |
| Participation rate | 50.0% | 68.1%-18.1pp | - | 80.3%-30.3pp |
| Annual return | 5.48% | 17.59%-12.1pp | - | 561.29%-555.8pp |
| Employer contribution / active EE | $0 | $5,672-100.0% | - | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,582-100.0% | - | $6,688-100.0% |
| Admin fee / account holder | $1,348 | $6,317-78.7% | - | $13,397-89.9% |