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.
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 | $2,911 | $53,516-94.6% | $126,539-97.7% | $84,808-96.6% |
| Participation rate | 58.3% | 58.2%+0.1pp | 69.8%-11.5pp | 68.3%-10.0pp |
| Annual return | 0.00% | 58.34%-58.3pp | 425.95%-425.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,206 | $2,671-17.4% | $4,083-46.0% | $4,212-47.6% |
| Admin fee / account holder | $159 | $4,497-96.5% | $6,065-97.4% | $7,344-97.8% |