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 | $21,165 | $89,753-76.4% | $107,525-80.3% | $84,808-75.0% |
| Participation rate | 22.9% | 68.1%-45.2pp | 75.1%-52.2pp | 68.3%-45.5pp |
| Annual return | 26.29% | 29.48%-3.2pp | 181.32%-155.0pp | 40.90%-14.6pp |
| Employer contribution / active EE | $845 | $3,113-72.9% | $3,754-77.5% | $2,631-67.9% |
| Participant deferral / active EE | $1,448 | $4,056-64.3% | $5,116-71.7% | $4,212-65.6% |
| Admin fee / account holder | $236 | $7,222-96.7% | $8,919-97.4% | $7,344-96.8% |