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 | $43 | $60,022-99.9% | $88,946-100.0% | $84,808-99.9% |
| Participation rate | 23.1% | 57.8%-34.8pp | 68.8%-45.8pp | 68.3%-45.2pp |
| Annual return | 0.00% | 22.43%-22.4pp | 57.82%-57.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10 | $3,114-99.7% | $4,581-99.8% | $4,212-99.8% |
| Admin fee / account holder | $4 | $4,811-99.9% | $8,261-100.0% | $7,344-99.9% |