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 | $7,232 | $71,050-89.8% | $93,606-92.3% | $80,856-91.1% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.1pp | 67.6%-39.1pp |
| Annual return | 18.42% | 11.26%+7.2pp | 133.20%-114.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $550 | $1,564-64.8% | $2,420-77.3% | $2,755-80.0% |
| Participant deferral / active EE | $688 | $4,034-82.9% | $4,411-84.4% | $4,296-84.0% |
| Admin fee / account holder | $63 | $6,945-99.1% | $8,285-99.2% | $6,918-99.1% |