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 | $32,341 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 31.14% | 65.07%-33.9pp | 58.88%-27.7pp | 217.08%-185.9pp |
| Employer contribution / active EE | $1,291 | $4,810-73.2% | $4,305-70.0% | $4,299-70.0% |
| Participant deferral / active EE | $5,558 | $6,272-11.4% | $5,540+0.3% | $6,507-14.6% |
| Admin fee / account holder | $187 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |