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.
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 | $5,198 | $49,915-89.6% | $154,803-96.6% | $74,304-93.0% |
| Participation rate | 27.5% | 54.0%-26.4pp | 78.1%-50.5pp | 60.3%-32.8pp |
| Annual return | 63.59% | 34.06%+29.5pp | 58.88%+4.7pp | 29.43%+34.2pp |
| Employer contribution / active EE | $581 | $1,611-64.0% | $4,305-86.5% | $2,241-74.1% |
| Participant deferral / active EE | $674 | $2,255-70.1% | $5,540-87.8% | $3,767-82.1% |
| Admin fee / account holder | $88 | $2,189-96.0% | $14,329-99.4% | $2,969-97.0% |