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 | $3,262 | $74,888-95.6% | $71,209-95.4% | $142,382-97.7% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.8%-35.7pp | 80.1%-42.0pp |
| Annual return | 34.71% | 345.14%-310.4pp | 282.51%-247.8pp | 217.08%-182.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $973 | $4,454-78.2% | $4,175-76.7% | $6,507-85.0% |
| Admin fee / account holder | $193 | $5,568-96.5% | $5,349-96.4% | $12,624-98.5% |