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 | $29,466 | $138,347-78.7% | $184,203-84.0% | $80,856-63.6% |
| Participation rate | 63.5% | 83.9%-20.4pp | 86.8%-23.4pp | 67.6%-4.2pp |
| Annual return | 20.00% | 20.02%0pp | 28.81%-8.8pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,658 | $4,850-45.2% | $6,427-58.7% | $2,755-3.5% |
| Participant deferral / active EE | $5,151 | $7,071-27.2% | $9,131-43.6% | $4,296+19.9% |
| Admin fee / account holder | $1,359 | $10,483-87.0% | $13,901-90.2% | $6,918-80.3% |