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.
Participant 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 | $1,127 | $54,705-97.9% | $71,209-98.4% | $84,808-98.7% |
| Participation rate | 50.9% | 64.1%-13.2pp | 73.8%-22.9pp | 68.3%-17.4pp |
| Annual return | 52.03% | 35.90%+16.1pp | 282.51%-230.5pp | 40.90%+11.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $433 | $3,030-85.7% | $4,175-89.6% | $4,212-89.7% |
| Admin fee / account holder | $96 | $4,863-98.0% | $5,349-98.2% | $7,344-98.7% |