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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,615 | $101,317-4.6% | $146,958-34.3% | $74,495+29.7% |
| Participation rate | 53.4% | 75.5%-22.1pp | 82.2%-28.7pp | 67.2%-13.8pp |
| Annual return | 16.31% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,855 | $7,303-6.1% | $8,070-15.0% | $4,346+57.7% |
| Admin fee / account holder | $8,442 | $1,739+385.5% | $12,998-35.1% | $1,942+334.8% |