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.
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 | $20,991 | $89,753-76.6% | $107,525-80.5% | $84,808-75.2% |
| Participation rate | 27.6% | 68.1%-40.5pp | 75.1%-47.5pp | 68.3%-40.7pp |
| Annual return | 26.38% | 29.48%-3.1pp | 181.32%-154.9pp | 40.90%-14.5pp |
| Employer contribution / active EE | $804 | $3,113-74.2% | $3,754-78.6% | $2,631-69.5% |
| Participant deferral / active EE | $1,753 | $4,056-56.8% | $5,116-65.7% | $4,212-58.4% |
| Admin fee / account holder | $79 | $7,222-98.9% | $8,919-99.1% | $7,344-98.9% |