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.
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 | $4,501 | $48,795-90.8% | $65,493-93.1% | $84,808-94.7% |
| Participation rate | 63.6% | 67.0%-3.3pp | 73.1%-9.5pp | 68.3%-4.7pp |
| Annual return | 0.00% | 20.20%-20.2pp | 982.45%-982.4pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,670 | $2,928-8.8% | $3,961-32.6% | $4,212-36.6% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |