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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,820 | $81,248-80.5% | $155,509-89.8% | $80,856-80.4% |
| Participation rate | 52.9% | 66.2%-13.4pp | 78.2%-25.3pp | 67.6%-14.8pp |
| Annual return | 19.69% | 33.31%-13.6pp | 64.67%-45.0pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,612 | $3,100-48.0% | $4,672-65.5% | $2,755-41.5% |
| Participant deferral / active EE | $4,507 | $3,452+30.6% | $5,626-19.9% | $4,296+4.9% |
| Admin fee / account holder | $125 | $7,997-98.4% | $15,912-99.2% | $6,918-98.2% |