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 | $2,963 | $60,022-95.1% | $88,946-96.7% | $84,808-96.5% |
| Participation rate | 35.1% | 57.8%-22.8pp | 68.8%-33.8pp | 68.3%-33.2pp |
| Annual return | 27.13% | 22.43%+4.7pp | 57.82%-30.7pp | 40.90%-13.8pp |
| Employer contribution / active EE | $338 | $1,703-80.1% | $2,555-86.8% | $2,631-87.1% |
| Participant deferral / active EE | $367 | $3,114-88.2% | $4,581-92.0% | $4,212-91.3% |
| Admin fee / account holder | $152 | $4,811-96.9% | $8,261-98.2% | $7,344-97.9% |