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.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $741 | $52,406-98.6% | $129,207-99.4% | $74,495-99.0% |
| Participation rate | 58.9% | 53.8%+5.1pp | 69.6%-10.7pp | 67.2%-8.3pp |
| Annual return | 0.00% | 15.66%-15.7pp | 9417.33%-9417.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $479 | $2,794-82.8% | $4,168-88.5% | $4,346-89.0% |
| Admin fee / account holder | $0 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |