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 | $5,817 | $29,660-80.4% | $56,411-89.7% | $80,856-92.8% |
| Participation rate | 31.0% | 41.6%-10.6pp | 52.5%-21.4pp | 67.6%-36.6pp |
| Annual return | 0.00% | 35.23%-35.2pp | 1701.33%-1701.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $488 | $669-27.1% | $1,039-53.0% | $2,755-82.3% |
| Participant deferral / active EE | $1,241 | $1,226+1.2% | $1,952-36.4% | $4,296-71.1% |
| Admin fee / account holder | $63 | $2,428-97.4% | $2,829-97.8% | $6,918-99.1% |