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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,551 | $58,208-95.6% | $81,812-96.9% | $80,856-96.8% |
| Participation rate | 36.8% | 63.4%-26.6pp | 72.3%-35.5pp | 67.6%-30.8pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $327 | $2,340-86.0% | $2,912-88.8% | $2,755-88.1% |
| Participant deferral / active EE | $585 | $3,281-82.2% | $4,319-86.4% | $4,296-86.4% |
| Admin fee / account holder | $8 | $4,981-99.8% | $7,386-99.9% | $6,918-99.9% |