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 | $13,861 | $71,050-80.5% | $93,606-85.2% | $80,856-82.9% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.6%-14.1pp |
| Annual return | 14.85% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $909 | $1,564-41.9% | $2,420-62.4% | $2,755-67.0% |
| Participant deferral / active EE | $1,136 | $4,034-71.8% | $4,411-74.2% | $4,296-73.6% |
| Admin fee / account holder | $29,047 | $6,945+318.3% | $8,285+250.6% | $6,918+319.9% |