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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,028 | $101,317-95.0% | $146,958-96.6% | $74,495-93.3% |
| Participation rate | 45.0% | 75.5%-30.6pp | 82.2%-37.2pp | 67.2%-22.2pp |
| Annual return | 20.74% | 8730.91%-8710.2pp | 418.34%-397.6pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,394 | $7,303-80.9% | $8,070-82.7% | $4,346-67.9% |
| Admin fee / account holder | $131 | $1,739-92.5% | $12,998-99.0% | $1,942-93.3% |