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 | $42,170 | $56,053-24.8% | $75,972-44.5% | $80,856-47.8% |
| Participation rate | 63.9% | 62.0%+1.9pp | 69.1%-5.2pp | 67.6%-3.7pp |
| Annual return | 0.00% | 20.53%-20.5pp | 359.55%-359.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,487 | $1,874+32.7% | $2,685-7.4% | $2,755-9.7% |
| Participant deferral / active EE | $5,131 | $3,052+68.1% | $4,255+20.6% | $4,296+19.4% |
| Admin fee / account holder | $60 | $5,234-98.9% | $6,467-99.1% | $6,918-99.1% |