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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,520 | $81,248-98.1% | $155,509-99.0% | $80,856-98.1% |
| Participation rate | 43.6% | 66.2%-22.6pp | 78.2%-34.6pp | 67.6%-24.0pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $412 | $3,100-86.7% | $4,672-91.2% | $2,755-85.1% |
| Participant deferral / active EE | $563 | $3,452-83.7% | $5,626-90.0% | $4,296-86.9% |
| Admin fee / account holder | $15 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |