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 | $6,761 | $114,381-94.1% | $107,525-93.7% | $142,382-95.3% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $241 | $4,015-94.0% | $3,754-93.6% | $4,299-94.4% |
| Participant deferral / active EE | $3,510 | $5,564-36.9% | $5,116-31.4% | $6,507-46.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |