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 | $8,990 | $133,922-93.3% | $116,228-92.3% | $142,382-93.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 76.14% | 147.76%-71.6pp | 90.06%-13.9pp | 217.08%-140.9pp |
| Employer contribution / active EE | $679 | $3,446-80.3% | $2,994-77.3% | $4,299-84.2% |
| Participant deferral / active EE | $1,380 | $5,672-75.7% | $4,953-72.1% | $6,507-78.8% |
| Admin fee / account holder | $52 | $14,945-99.7% | $11,989-99.6% | $12,624-99.6% |