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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $915 | $53,516-98.3% | $126,539-99.3% | $84,808-98.9% |
| Participation rate | 61.7% | 58.2%+3.5pp | 69.8%-8.1pp | 68.3%-6.6pp |
| Annual return | 77.40% | 58.34%+19.1pp | 425.95%-348.5pp | 40.90%+36.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $533 | $2,671-80.0% | $4,083-86.9% | $4,212-87.3% |
| Admin fee / account holder | $13 | $4,497-99.7% | $6,065-99.8% | $7,344-99.8% |