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.
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 | $11,222 | $81,460-86.2% | $103,333-89.1% | $80,856-86.1% |
| Participation rate | 51.3% | 66.8%-15.6pp | 74.5%-23.2pp | 67.6%-16.4pp |
| Annual return | 26.64% | 25.55%+1.1pp | 24.88%+1.8pp | 35.59%-9.0pp |
| Employer contribution / active EE | $1,444 | $3,105-53.5% | $3,868-62.7% | $2,755-47.6% |
| Participant deferral / active EE | $2,940 | $3,869-24.0% | $5,057-41.9% | $4,296-31.6% |
| Admin fee / account holder | $256 | $6,566-96.1% | $8,355-96.9% | $6,918-96.3% |