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 | $68,287 | $64,839+5.3% | $95,585-28.6% | $84,808-19.5% |
| Participation rate | 67.6% | 63.8%+3.8pp | 72.1%-4.4pp | 68.3%-0.7pp |
| Annual return | 8.06% | -670.96%+679.0pp | 38.56%-30.5pp | 40.90%-32.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,545 | $2,965-47.9% | $4,023-61.6% | $4,212-63.3% |
| Admin fee / account holder | $34,223 | $5,964+473.8% | $6,127+458.5% | $7,344+366.0% |