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 | $249,078 | $72,400+244.0% | $67,502+269.0% | $145,922+70.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 6.01% | 7182.46%-7176.5pp | 3512.12%-3506.1pp | 561.29%-555.3pp |
| Employer contribution / active EE | $7,500 | $3,069+144.4% | $2,731+174.6% | $4,660+61.0% |
| Participant deferral / active EE | $15,000 | $4,783+213.6% | $4,000+275.0% | $6,688+124.3% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |