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.
Participant 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.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,812 | $214,378-91.7% | $200,582-91.1% | $142,382-87.5% |
| Participation rate | 23.8% | 87.4%-63.6pp | 86.9%-63.1pp | 80.1%-56.3pp |
| Annual return | 8.57% | 46.41%-37.8pp | 42.33%-33.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,108 | $9,865-88.8% | $9,331-88.1% | $6,507-83.0% |
| Admin fee / account holder | $16,081 | $17,692-9.1% | $16,305-1.4% | $12,624+27.4% |