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.
Participant 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 | $1,387 | $108,919-98.7% | $100,391-98.6% | $145,922-99.0% |
| Participation rate | 26.3% | 82.9%-56.6pp | 81.5%-55.2pp | 80.3%-54.0pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $443 | $8,445-94.7% | $8,082-94.5% | $6,688-93.4% |
| Admin fee / account holder | $1 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |