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.
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 | $9,819 | $111,754-91.2% | $103,333-90.5% | $145,922-93.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $6,546 | $4,212+55.4% | $3,868+69.2% | $4,660+40.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |