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.
Employer 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 | $355 | $30,400-98.8% | $53,898-99.3% | $84,808-99.6% |
| Participation rate | 55.3% | 46.4%+8.8pp | 55.0%+0.3pp | 68.3%-13.0pp |
| Annual return | 44.53% | 500.19%-455.7pp | 528.60%-484.1pp | 40.90%+3.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $379 | $1,199-68.4% | $1,826-79.3% | $4,212-91.0% |
| Admin fee / account holder | $13 | $1,993-99.3% | $2,491-99.5% | $7,344-99.8% |