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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198 | $76,738-99.7% | $56,411-99.6% | $145,922-99.9% |
| Participation rate | 6.3% | 63.2%-57.0pp | 52.5%-46.2pp | 80.3%-74.0pp |
| Annual return | 10.10% | 2994.23%-2984.1pp | 1701.33%-1691.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5 | $2,623-99.8% | $1,952-99.7% | $6,688-99.9% |
| Admin fee / account holder | $54 | $3,334-98.4% | $2,829-98.1% | $13,397-99.6% |