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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,736 | $179,726-85.1% | $156,263-82.9% | $142,382-81.2% |
| Participation rate | 14.3% | 82.1%-67.8pp | 78.9%-64.6pp | 80.1%-65.8pp |
| Annual return | 22.58% | 77.86%-55.3pp | 59.47%-36.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,236 | $5,069-75.6% | $4,333-71.5% | $4,299-71.2% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |