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 | $5,683 | $30,400-81.3% | $53,898-89.5% | $84,808-93.3% |
| Participation rate | 63.0% | 46.4%+16.5pp | 55.0%+8.0pp | 68.3%-5.3pp |
| Annual return | 43.90% | 500.19%-456.3pp | 528.60%-484.7pp | 40.90%+3.0pp |
| Employer contribution / active EE | $1,105 | $603+83.3% | $932+18.6% | $2,631-58.0% |
| Participant deferral / active EE | $1,167 | $1,199-2.6% | $1,826-36.1% | $4,212-72.3% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |