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.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,096 | $86,929-6.7% | $102,423-20.8% | $80,856+0.3% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 10.12% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $535 | $2,369-77.4% | $3,023-82.3% | $2,755-80.6% |
| Participant deferral / active EE | $2,671 | $4,118-35.1% | $5,053-47.1% | $4,296-37.8% |
| Admin fee / account holder | $18,189 | $8,049+126.0% | $9,451+92.5% | $6,918+162.9% |