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 | $36,716 | $177,572-79.3% | $154,803-76.3% | $142,382-74.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 187.29% | 65.07%+122.2pp | 58.88%+128.4pp | 217.08%-29.8pp |
| Employer contribution / active EE | $1,899 | $4,810-60.5% | $4,305-55.9% | $4,299-55.8% |
| Participant deferral / active EE | $8,137 | $6,272+29.7% | $5,540+46.9% | $6,507+25.0% |
| Admin fee / account holder | $122 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |