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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,211 | $56,317-97.8% | $71,209-98.3% | $74,304-98.4% |
| Participation rate | 46.6% | 55.1%-8.6pp | 73.8%-27.2pp | 60.3%-13.8pp |
| Annual return | 31.24% | 42.83%-11.6pp | 282.51%-251.3pp | 29.43%+1.8pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $633 | $2,788-77.3% | $4,175-84.8% | $3,767-83.2% |
| Admin fee / account holder | $42 | $2,290-98.2% | $5,349-99.2% | $2,969-98.6% |