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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,076 | $60,323-98.2% | $81,812-98.7% | $74,495-98.6% |
| Participation rate | 4.2% | 62.9%-58.7pp | 72.3%-68.2pp | 67.2%-63.0pp |
| Annual return | 0.00% | 16.90%-16.9pp | 773.79%-773.8pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $46 | $3,387-98.6% | $4,319-98.9% | $4,346-98.9% |
| Admin fee / account holder | $10 | $1,486-99.3% | $7,386-99.9% | $1,942-99.5% |