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 | $4,076 | $117,983-96.5% | $101,794-96.0% | $142,382-97.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 0.00% | 36.92%-36.9pp | 30.53%-30.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $843 | $2,773-69.6% | $2,289-63.2% | $4,299-80.4% |
| Participant deferral / active EE | $965 | $4,714-79.5% | $4,084-76.4% | $6,507-85.2% |
| Admin fee / account holder | $10 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |