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.
Employer 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 | $5,922 | $172,478-96.6% | $145,661-95.9% | $142,382-95.8% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 39.40% | 151.09%-111.7pp | 101.46%-62.1pp | 217.08%-177.7pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,941 | $8,348-52.8% | $7,198-45.3% | $6,507-39.4% |
| Admin fee / account holder | $31 | $16,864-99.8% | $12,466-99.8% | $12,624-99.8% |