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.)
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 | $8,334 | $78,485-89.4% | $106,213-92.2% | $74,495-88.8% |
| Participation rate | 54.9% | 72.8%-18.0pp | 75.3%-20.4pp | 67.2%-12.3pp |
| Annual return | 15.46% | 15.95%-0.5pp | 116.14%-100.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $701 | $2,523-72.2% | $3,171-77.9% | $2,623-73.3% |
| Participant deferral / active EE | $1,123 | $4,322-74.0% | $5,016-77.6% | $4,346-74.2% |
| Admin fee / account holder | $626 | $2,232-72.0% | $11,033-94.3% | $1,942-67.8% |