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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,105 | $67,606+2.2% | $82,313-16.0% | $70,131-1.5% |
| Participation rate | 28.1% | 72.8%-44.6pp | 76.9%-48.8pp | 69.5%-41.4pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,493 | $2,987-16.5% | $3,706-32.7% | $3,332-25.2% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |