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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,215 | $159,901-79.9% | $146,958-78.1% | $145,922-77.9% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 15.14% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $954 | $5,286-82.0% | $4,933-80.7% | $4,660-79.5% |
| Participant deferral / active EE | $3,791 | $8,428-55.0% | $8,070-53.0% | $6,688-43.3% |
| Admin fee / account holder | $229 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |