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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,711 | $81,460-66.0% | $103,333-73.2% | $80,856-65.7% |
| Participation rate | 34.6% | 66.8%-32.2pp | 74.5%-39.9pp | 67.6%-33.0pp |
| Annual return | 5.41% | 25.55%-20.1pp | 24.88%-19.5pp | 35.59%-30.2pp |
| Employer contribution / active EE | $2,113 | $3,105-32.0% | $3,868-45.4% | $2,755-23.3% |
| Participant deferral / active EE | $3,522 | $3,869-9.0% | $5,057-30.4% | $4,296-18.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |