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 | $606 | $177,572-99.7% | $154,803-99.6% | $142,382-99.6% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.1%-17.2pp | 80.1%-19.3pp |
| Annual return | 33.56% | 65.07%-31.5pp | 58.88%-25.3pp | 217.08%-183.5pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $232 | $6,272-96.3% | $5,540-95.8% | $6,507-96.4% |
| Admin fee / account holder | $108 | $16,786-99.4% | $14,329-99.2% | $12,624-99.1% |