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.
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 | $3,559 | $49,915-92.9% | $154,803-97.7% | $74,304-95.2% |
| Participation rate | 29.7% | 54.0%-24.2pp | 78.1%-48.3pp | 60.3%-30.6pp |
| Annual return | 1342.70% | 34.06%+1308.6pp | 58.88%+1283.8pp | 29.43%+1313.3pp |
| Employer contribution / active EE | $294 | $1,611-81.8% | $4,305-93.2% | $2,241-86.9% |
| Participant deferral / active EE | $681 | $2,255-69.8% | $5,540-87.7% | $3,767-81.9% |
| Admin fee / account holder | $58 | $2,189-97.3% | $14,329-99.6% | $2,969-98.0% |