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 | $3,379 | $117,983-97.1% | $101,794-96.7% | $142,382-97.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 0.00% | 36.92%-36.9pp | 30.53%-30.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,342 | $2,773-51.6% | $2,289-41.4% | $4,299-68.8% |
| Participant deferral / active EE | $2,017 | $4,714-57.2% | $4,084-50.6% | $6,507-69.0% |
| Admin fee / account holder | $5 | $10,433-100.0% | $8,777-99.9% | $12,624-100.0% |