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.
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 | $40,261 | $148,978-73.0% | $200,582-79.9% | $84,808-52.5% |
| Participation rate | 0.0% | 84.2%-84.2pp | 86.9%-86.9pp | 68.3%-68.3pp |
| Annual return | 51.95% | 28.16%+23.8pp | 42.33%+9.6pp | 40.90%+11.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,667 | $7,142+105.4% | $9,331+57.2% | $4,212+248.3% |
| Admin fee / account holder | $134 | $13,977-99.0% | $16,305-99.2% | $7,344-98.2% |