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.
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 | $6,032 | $150,187-96.0% | $120,354-95.0% | $145,922-95.9% |
| Participation rate | 38.1% | 78.8%-40.7pp | 71.9%-33.8pp | 80.3%-42.2pp |
| Annual return | 0.00% | 154.07%-154.1pp | 107.15%-107.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $651 | $4,348-85.0% | $3,463-81.2% | $4,660-86.0% |
| Participant deferral / active EE | $1,588 | $6,173-74.3% | $4,991-68.2% | $6,688-76.3% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |