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 | $1,466 | $54,705-97.3% | $71,209-97.9% | $84,808-98.3% |
| Participation rate | 69.0% | 64.1%+4.9pp | 73.8%-4.8pp | 68.3%+0.7pp |
| Annual return | 36.00% | 35.90%+0.1pp | 282.51%-246.5pp | 40.90%-4.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $894 | $3,030-70.5% | $4,175-78.6% | $4,212-78.8% |
| Admin fee / account holder | $116 | $4,863-97.6% | $5,349-97.8% | $7,344-98.4% |