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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,208 | $214,378-39.7% | $200,582-35.6% | $142,382-9.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 1.14% | 46.41%-45.3pp | 42.33%-41.2pp | 217.08%-215.9pp |
| Employer contribution / active EE | $1,100 | $6,841-83.9% | $6,419-82.9% | $4,299-74.4% |
| Participant deferral / active EE | $10,333 | $9,865+4.8% | $9,331+10.7% | $6,507+58.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |