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 | $33,180 | $55,415-40.1% | $155,509-78.7% | $74,495-55.5% |
| Participation rate | 12.8% | 61.9%-49.1pp | 78.2%-65.3pp | 67.2%-54.4pp |
| Annual return | 411.89% | 268.50%+143.4pp | 64.67%+347.2pp | 1364.94%-953.1pp |
| Employer contribution / active EE | $454 | $2,267-80.0% | $4,672-90.3% | $2,623-82.7% |
| Participant deferral / active EE | $1,377 | $2,836-51.5% | $5,626-75.5% | $4,346-68.3% |
| Admin fee / account holder | $240 | $1,738-86.2% | $15,912-98.5% | $1,942-87.6% |