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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,879 | $81,460-94.0% | $103,333-95.3% | $80,856-94.0% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.6%-2.9pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,406 | $3,105-54.7% | $3,868-63.6% | $2,755-49.0% |
| Participant deferral / active EE | $1,631 | $3,869-57.8% | $5,057-67.8% | $4,296-62.0% |
| Admin fee / account holder | $7 | $6,566-99.9% | $8,355-99.9% | $6,918-99.9% |