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 | $11,296 | $210,648-94.6% | $177,989-93.7% | $145,922-92.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 19.73% | 385.86%-366.1pp | 294.48%-274.8pp | 561.29%-541.6pp |
| Employer contribution / active EE | $2,078 | $4,565-54.5% | $3,949-47.4% | $4,660-55.4% |
| Participant deferral / active EE | $2,347 | $6,958-66.3% | $6,276-62.6% | $6,688-64.9% |
| Admin fee / account holder | $3,451 | $12,013-71.3% | $10,363-66.7% | $13,397-74.2% |