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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,226 | $127,065-90.4% | $113,168-89.2% | $142,382-91.4% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 0.00% | 24.03%-24.0pp | 24.27%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $898 | $3,442-73.9% | $2,975-69.8% | $4,299-79.1% |
| Participant deferral / active EE | $1,090 | $5,716-80.9% | $5,107-78.7% | $6,507-83.3% |
| Admin fee / account holder | $6 | $15,736-100.0% | $12,068-99.9% | $12,624-100.0% |