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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,372 | $183,519+26.6% | $155,509+49.4% | $145,922+59.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 209.46% | 61.17%+148.3pp | 64.67%+144.8pp | 561.29%-351.8pp |
| Employer contribution / active EE | $8,340 | $5,313+57.0% | $4,672+78.5% | $4,660+79.0% |
| Participant deferral / active EE | $15,333 | $6,462+137.3% | $5,626+172.5% | $6,688+129.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |