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.
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 | $9,429 | $111,754-91.6% | $103,333-90.9% | $145,922-93.5% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,497 | $4,212-64.5% | $3,868-61.3% | $4,660-67.9% |
| Participant deferral / active EE | $4,104 | $5,619-27.0% | $5,057-18.8% | $6,688-38.6% |
| Admin fee / account holder | $100 | $9,750-99.0% | $8,355-98.8% | $13,397-99.3% |