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 | $9,449 | $111,754-91.5% | $103,333-90.9% | $145,922-93.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 15.92% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $946 | $4,212-77.5% | $3,868-75.5% | $4,660-79.7% |
| Participant deferral / active EE | $946 | $5,619-83.2% | $5,057-81.3% | $6,688-85.8% |
| Admin fee / account holder | $155 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |