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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,660 | $101,724-80.7% | $164,813-88.1% | $80,856-75.7% |
| Participation rate | 51.0% | 71.8%-20.8pp | 78.6%-27.6pp | 67.6%-16.6pp |
| Annual return | 42.08% | 16.72%+25.4pp | 69.93%-27.8pp | 35.59%+6.5pp |
| Employer contribution / active EE | $2,141 | $2,953-27.5% | $4,341-50.7% | $2,755-22.3% |
| Participant deferral / active EE | $2,969 | $4,477-33.7% | $6,031-50.8% | $4,296-30.9% |
| Admin fee / account holder | $155 | $8,227-98.1% | $12,690-98.8% | $6,918-97.8% |