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.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $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 | $6,024 | $56,484-89.3% | $169,463-96.4% | $64,186-90.6% |
| Participation rate | 60.3% | 64.5%-4.3pp | 77.8%-17.5pp | 69.6%-9.3pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,399 | $1,832-23.7% | $4,159-66.4% | $2,381-41.2% |
| Participant deferral / active EE | $2,472 | $3,448-28.3% | $5,277-53.2% | $3,470-28.8% |
| Admin fee / account holder | $72 | $4,174-98.3% | $9,109-99.2% | $4,888-98.5% |