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.
Employer 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 | $4,853 | $106,584-95.4% | $101,326-95.2% | $142,382-96.6% |
| Participation rate | 20.0% | 82.7%-62.7pp | 81.5%-61.5pp | 80.1%-60.1pp |
| Annual return | 117.75% | 36.93%+80.8pp | 36.82%+80.9pp | 217.08%-99.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,415 | $8,297-70.9% | $7,994-69.8% | $6,507-62.9% |
| Admin fee / account holder | $83 | $11,446-99.3% | $11,185-99.3% | $12,624-99.3% |