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 | $704 | $30,400-97.7% | $53,898-98.7% | $84,808-99.2% |
| Participation rate | 16.1% | 46.4%-30.3pp | 55.0%-38.8pp | 68.3%-52.2pp |
| Annual return | 0.00% | 500.19%-500.2pp | 528.60%-528.6pp | 40.90%-40.9pp |
| Employer contribution / active EE | $108 | $603-82.1% | $932-88.4% | $2,631-95.9% |
| Participant deferral / active EE | $5 | $1,199-99.6% | $1,826-99.7% | $4,212-99.9% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |