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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,515 | $80,717-65.9% | $154,803-82.2% | $84,808-67.6% |
| Participation rate | 24.4% | 66.8%-42.4pp | 78.1%-53.7pp | 68.3%-43.9pp |
| Annual return | 64.10% | 37.96%+26.1pp | 58.88%+5.2pp | 40.90%+23.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,338 | $3,303-59.5% | $5,540-75.8% | $4,212-68.2% |
| Admin fee / account holder | $134 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |