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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,965 | $89,753-67.7% | $107,525-73.1% | $84,808-65.8% |
| Participation rate | 17.2% | 68.1%-50.8pp | 75.1%-57.8pp | 68.3%-51.1pp |
| Annual return | 4.42% | 29.48%-25.1pp | 181.32%-176.9pp | 40.90%-36.5pp |
| Employer contribution / active EE | $2,541 | $3,113-18.4% | $3,754-32.3% | $2,631-3.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $78 | $7,222-98.9% | $8,919-99.1% | $7,344-98.9% |