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 | $991 | $70,606-98.6% | $53,898-98.2% | $142,382-99.3% |
| Participation rate | 59.1% | 63.7%-4.6pp | 55.0%+4.1pp | 80.1%-21.0pp |
| Annual return | 149.56% | 619.81%-470.3pp | 528.60%-379.0pp | 217.08%-67.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $683 | $2,364-71.1% | $1,826-62.6% | $6,507-89.5% |
| Admin fee / account holder | $11 | $2,852-99.6% | $2,491-99.5% | $12,624-99.9% |