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 | $5,968 | $67,984-91.2% | $65,493-90.9% | $74,304-92.0% |
| Participation rate | 8.9% | 66.3%-57.4pp | 73.1%-64.2pp | 60.3%-51.4pp |
| Annual return | 0.00% | 19.87%-19.9pp | 982.45%-982.4pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $497 | $3,346-85.2% | $3,961-87.5% | $3,767-86.8% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |