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.
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 | $12,941 | $55,415-76.6% | $155,509-91.7% | $74,495-82.6% |
| Participation rate | 26.4% | 61.9%-35.5pp | 78.2%-51.8pp | 67.2%-40.8pp |
| Annual return | 0.00% | 268.50%-268.5pp | 64.67%-64.7pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $884 | $2,836-68.8% | $5,626-84.3% | $4,346-79.7% |
| Admin fee / account holder | $69 | $1,738-96.1% | $15,912-99.6% | $1,942-96.5% |