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.
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 | $2,184 | $80,717-97.3% | $154,803-98.6% | $84,808-97.4% |
| Participation rate | 69.6% | 66.8%+2.8pp | 78.1%-8.5pp | 68.3%+1.3pp |
| Annual return | 33.77% | 37.96%-4.2pp | 58.88%-25.1pp | 40.90%-7.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $872 | $3,303-73.6% | $5,540-84.3% | $4,212-79.3% |
| Admin fee / account holder | $60 | $6,746-99.1% | $14,329-99.6% | $7,344-99.2% |