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 | $25,863 | $100,773-74.3% | $88,946-70.9% | $142,382-81.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 182.78% | 70.18%+112.6pp | 57.82%+125.0pp | 217.08%-34.3pp |
| Employer contribution / active EE | $865 | $2,918-70.4% | $2,555-66.1% | $4,299-79.9% |
| Participant deferral / active EE | $3,246 | $5,230-37.9% | $4,581-29.2% | $6,507-50.1% |
| Admin fee / account holder | $225 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |