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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,271 | $189,613-93.5% | $167,512-92.7% | $142,382-91.4% |
| Participation rate | 16.7% | 80.1%-63.5pp | 77.1%-60.4pp | 80.1%-63.5pp |
| Annual return | 1.54% | 2024.68%-2023.1pp | 1615.79%-1614.3pp | 217.08%-215.5pp |
| Employer contribution / active EE | $123 | $4,349-97.2% | $3,882-96.8% | $4,299-97.1% |
| Participant deferral / active EE | $1,417 | $6,981-79.7% | $6,405-77.9% | $6,507-78.2% |
| Admin fee / account holder | $165 | $10,528-98.4% | $9,769-98.3% | $12,624-98.7% |