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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,245 | $183,519-86.2% | $155,509-83.8% | $145,922-82.7% |
| Participation rate | 11.1% | 82.7%-71.6pp | 78.2%-67.1pp | 80.3%-69.2pp |
| Annual return | 25.37% | 61.17%-35.8pp | 64.67%-39.3pp | 561.29%-535.9pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $267 | $6,462-95.9% | $5,626-95.3% | $6,688-96.0% |
| Admin fee / account holder | $132 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |