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.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $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.
Annual investment return 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 | $11,351 | $59,839-81.0% | $81,983-86.2% | $79,858-85.8% |
| Participation rate | 36.7% | 61.6%-25.0pp | 69.2%-32.6pp | 69.6%-33.0pp |
| Annual return | 5.01% | 17.56%-12.6pp | 41.31%-36.3pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,117 | $1,713-34.8% | $2,498-55.3% | $2,471-54.8% |
| Participant deferral / active EE | $1,418 | $2,695-47.4% | $3,722-61.9% | $3,740-62.1% |
| Admin fee / account holder | $157 | $4,287-96.3% | $5,664-97.2% | $5,306-97.0% |