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 | $344 | $127,065-99.7% | $113,168-99.7% | $142,382-99.8% |
| Participation rate | 56.5% | 79.2%-22.7pp | 76.6%-20.0pp | 80.1%-23.6pp |
| Annual return | 42.16% | 24.03%+18.1pp | 24.27%+17.9pp | 217.08%-174.9pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $360 | $5,716-93.7% | $5,107-93.0% | $6,507-94.5% |
| Admin fee / account holder | $202 | $15,736-98.7% | $12,068-98.3% | $12,624-98.4% |