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 | $54,687 | $99,877-45.2% | $84,966-35.6% | $145,922-62.5% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 0.94% | 83.76%-82.8pp | 66.38%-65.4pp | 561.29%-560.3pp |
| Employer contribution / active EE | $907 | $3,231-71.9% | $2,727-66.7% | $4,660-80.5% |
| Participant deferral / active EE | $5,750 | $5,291+8.7% | $4,519+27.2% | $6,688-14.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |