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 | $14,417 | $49,915-71.1% | $154,803-90.7% | $74,304-80.6% |
| Participation rate | 36.0% | 54.0%-18.0pp | 78.1%-42.1pp | 60.3%-24.3pp |
| Annual return | 20.86% | 34.06%-13.2pp | 58.88%-38.0pp | 29.43%-8.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,648 | $2,255-26.9% | $5,540-70.3% | $3,767-56.3% |
| Admin fee / account holder | $215 | $2,189-90.2% | $14,329-98.5% | $2,969-92.8% |