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 | $43,254 | $34,934+23.8% | $56,411-23.3% | $74,495-41.9% |
| Participation rate | 11.5% | 32.8%-21.3pp | 52.5%-41.0pp | 67.2%-55.7pp |
| Annual return | 0.00% | 25.94%-25.9pp | 1701.33%-1701.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $307 | $609-49.5% | $1,039-70.4% | $2,623-88.3% |
| Participant deferral / active EE | $782 | $1,170-33.2% | $1,952-59.9% | $4,346-82.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |