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 | $47,936 | $177,572-73.0% | $154,803-69.0% | $142,382-66.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 18.93% | 65.07%-46.1pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,320 | $4,810-31.0% | $4,305-22.9% | $4,299-22.8% |
| Participant deferral / active EE | $17,783 | $6,272+183.6% | $5,540+221.0% | $6,507+173.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |