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 | $4,386 | $89,753-95.1% | $107,525-95.9% | $84,808-94.8% |
| Participation rate | 63.0% | 68.1%-5.0pp | 75.1%-12.1pp | 68.3%-5.3pp |
| Annual return | 0.00% | 29.48%-29.5pp | 181.32%-181.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,282 | $3,113-58.8% | $3,754-65.8% | $2,631-51.3% |
| Participant deferral / active EE | $1,454 | $4,056-64.2% | $5,116-71.6% | $4,212-65.5% |
| Admin fee / account holder | $92 | $7,222-98.7% | $8,919-99.0% | $7,344-98.7% |