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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,910 | $81,460-30.1% | $103,333-44.9% | $80,856-29.6% |
| Participation rate | 16.9% | 66.8%-49.9pp | 74.5%-57.6pp | 67.6%-50.7pp |
| Annual return | 16.80% | 25.55%-8.7pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $828 | $3,105-73.4% | $3,868-78.6% | $2,755-70.0% |
| Participant deferral / active EE | $1,361 | $3,869-64.8% | $5,057-73.1% | $4,296-68.3% |
| Admin fee / account holder | $4,023 | $6,566-38.7% | $8,355-51.8% | $6,918-41.8% |