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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,802 | $163,101-86.0% | $136,749-83.3% | $142,382-84.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 4.94% | 27.54%-22.6pp | 24.33%-19.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $5,754 | $4,117+39.8% | $3,400+69.3% | $4,299+33.8% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $7 | $14,318-100.0% | $11,386-99.9% | $12,624-99.9% |