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 | $3,353 | $99,918-96.6% | $81,382-95.9% | $145,922-97.7% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.5%-11.6pp | 80.3%-22.4pp |
| Annual return | 0.00% | 34.32%-34.3pp | 24.73%-24.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,042 | $4,605-55.7% | $3,883-47.4% | $6,688-69.5% |
| Admin fee / account holder | $4 | $8,212-100.0% | $5,768-99.9% | $13,397-100.0% |