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 | $6,860 | $114,381-94.0% | $107,525-93.6% | $142,382-95.2% |
| Participation rate | 60.9% | 78.1%-17.3pp | 75.1%-14.2pp | 80.1%-19.3pp |
| Annual return | 48.20% | 242.71%-194.5pp | 181.32%-133.1pp | 217.08%-168.9pp |
| Employer contribution / active EE | $1,361 | $4,015-66.1% | $3,754-63.8% | $4,299-68.4% |
| Participant deferral / active EE | $1,748 | $5,564-68.6% | $5,116-65.8% | $6,507-73.1% |
| Admin fee / account holder | $270 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |