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 | $2,638 | $48,230-94.5% | $67,502-96.1% | $80,856-96.7% |
| Participation rate | 22.2% | 66.4%-44.1pp | 72.9%-50.7pp | 67.6%-45.4pp |
| Annual return | 0.00% | 18.28%-18.3pp | 3512.12%-3512.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $588 | $2,924-79.9% | $4,000-85.3% | $4,296-86.3% |
| Admin fee / account holder | $76 | $3,681-97.9% | $3,998-98.1% | $6,918-98.9% |