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 | $1,407 | $127,065-98.9% | $113,168-98.8% | $142,382-99.0% |
| Participation rate | 64.3% | 79.2%-14.9pp | 76.6%-12.3pp | 80.1%-15.8pp |
| Annual return | 0.00% | 24.03%-24.0pp | 24.27%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $983 | $5,716-82.8% | $5,107-80.8% | $6,507-84.9% |
| Admin fee / account holder | $5 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |