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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,241 | $159,602-84.2% | $150,045-83.2% | $142,382-82.3% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.3%-43.4pp | 80.1%-41.2pp |
| Annual return | 5.28% | 70.24%-65.0pp | 62.55%-57.3pp | 217.08%-211.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $888 | $8,310-89.3% | $7,997-88.9% | $6,507-86.4% |
| Admin fee / account holder | $104,266 | $14,846+602.3% | $13,435+676.1% | $12,624+726.0% |