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 | $4,773 | $34,934-86.3% | $56,411-91.5% | $74,495-93.6% |
| Participation rate | 12.4% | 32.8%-20.4pp | 52.5%-40.1pp | 67.2%-54.8pp |
| Annual return | 0.00% | 25.94%-25.9pp | 1701.33%-1701.3pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $75 | $609-87.6% | $1,039-92.7% | $2,623-97.1% |
| Participant deferral / active EE | $521 | $1,170-55.5% | $1,952-73.3% | $4,346-88.0% |
| Admin fee / account holder | $0 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |