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 | $8,258 | $172,478-95.2% | $145,661-94.3% | $142,382-94.2% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.2%-17.2pp | 80.1%-20.1pp |
| Annual return | 0.00% | 151.09%-151.1pp | 101.46%-101.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,152 | $8,348-26.3% | $7,198-14.5% | $6,507-5.5% |
| Admin fee / account holder | $57 | $16,864-99.7% | $12,466-99.5% | $12,624-99.5% |