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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,544 | $117,841+17.6% | $102,423+35.3% | $145,922-5.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 5.83% | 31.65%-25.8pp | 29.32%-23.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $25,000 | $3,615+591.6% | $3,023+726.9% | $4,660+436.5% |
| Participant deferral / active EE | $5,000 | $5,731-12.8% | $5,053-1.0% | $6,688-25.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |