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 | $104,863 | $117,983-11.1% | $101,794+3.0% | $142,382-26.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 27.67% | 36.92%-9.2pp | 30.53%-2.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $7,866 | $2,773+183.7% | $2,289+243.7% | $4,299+83.0% |
| Participant deferral / active EE | $7,833 | $4,714+66.2% | $4,084+91.8% | $6,507+20.4% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |