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 | $12,246 | $100,227-87.8% | $169,993-92.8% | $74,419-83.5% |
| Participation rate | 2.5% | 87.3%-84.9pp | 87.0%-84.5pp | 70.7%-68.3pp |
| Annual return | 0.00% | 66.08%-66.1pp | 53.37%-53.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $274 | $7,143-96.2% | $10,408-97.4% | $4,528-94.0% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |