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.
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 | $2,514 | $54,705-95.4% | $71,209-96.5% | $84,808-97.0% |
| Participation rate | 37.0% | 64.1%-27.0pp | 73.8%-36.7pp | 68.3%-31.3pp |
| Annual return | 36.82% | 35.90%+0.9pp | 282.51%-245.7pp | 40.90%-4.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $837 | $3,030-72.4% | $4,175-80.0% | $4,212-80.1% |
| Admin fee / account holder | $24 | $4,863-99.5% | $5,349-99.6% | $7,344-99.7% |