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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,418 | $80,717-74.7% | $154,803-86.8% | $84,808-75.9% |
| Participation rate | 57.1% | 66.8%-9.7pp | 78.1%-20.9pp | 68.3%-11.2pp |
| Annual return | 35.84% | 37.96%-2.1pp | 58.88%-23.0pp | 40.90%-5.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,051 | $3,303+143.7% | $5,540+45.3% | $4,212+91.2% |
| Admin fee / account holder | $18 | $6,746-99.7% | $14,329-99.9% | $7,344-99.8% |