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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,555 | $177,572-77.7% | $154,803-74.4% | $142,382-72.2% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 25.25% | 65.07%-39.8pp | 58.88%-33.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $850 | $4,810-82.3% | $4,305-80.3% | $4,299-80.2% |
| Participant deferral / active EE | $6,098 | $6,272-2.8% | $5,540+10.1% | $6,507-6.3% |
| Admin fee / account holder | $236 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |