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 | $19,639 | $80,717-75.7% | $154,803-87.3% | $84,808-76.8% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 32.09% | 37.96%-5.9pp | 58.88%-26.8pp | 40.90%-8.8pp |
| Employer contribution / active EE | $1,848 | $2,761-33.1% | $4,305-57.1% | $2,631-29.8% |
| Participant deferral / active EE | $3,560 | $3,303+7.8% | $5,540-35.8% | $4,212-15.5% |
| Admin fee / account holder | $57 | $6,746-99.2% | $14,329-99.6% | $7,344-99.2% |