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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,974 | $111,754-82.1% | $103,333-80.7% | $145,922-86.3% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 26.24% | 24.77%+1.5pp | 24.88%+1.4pp | 561.29%-535.0pp |
| Employer contribution / active EE | $7,438 | $4,212+76.6% | $3,868+92.3% | $4,660+59.6% |
| Participant deferral / active EE | $1,467 | $5,619-73.9% | $5,057-71.0% | $6,688-78.1% |
| Admin fee / account holder | $245 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |