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 | $884 | $30,400-97.1% | $53,898-98.4% | $84,808-99.0% |
| Participation rate | 51.2% | 46.4%+4.7pp | 55.0%-3.8pp | 68.3%-17.1pp |
| Annual return | 48.03% | 500.19%-452.2pp | 528.60%-480.6pp | 40.90%+7.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $525 | $1,199-56.2% | $1,826-71.3% | $4,212-87.5% |
| Admin fee / account holder | $82 | $1,993-95.9% | $2,491-96.7% | $7,344-98.9% |