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 | $36,424 | $127,065-71.3% | $113,168-67.8% | $142,382-74.4% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 17.02% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.1pp |
| Employer contribution / active EE | $768 | $3,442-77.7% | $2,975-74.2% | $4,299-82.1% |
| Participant deferral / active EE | $2,069 | $5,716-63.8% | $5,107-59.5% | $6,507-68.2% |
| Admin fee / account holder | $6,668 | $15,736-57.6% | $12,068-44.7% | $12,624-47.2% |