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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,864 | $214,378-83.3% | $200,582-82.1% | $142,382-74.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 0.00% | 46.41%-46.4pp | 42.33%-42.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $6,200 | $6,841-9.4% | $6,419-3.4% | $4,299+44.2% |
| Participant deferral / active EE | $15,667 | $9,865+58.8% | $9,331+67.9% | $6,507+140.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |