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.
Participant 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 | $267 | $64,839-99.6% | $95,585-99.7% | $84,808-99.7% |
| Participation rate | 31.0% | 63.8%-32.8pp | 72.1%-41.1pp | 68.3%-37.3pp |
| Annual return | 383.51% | -670.96%+1054.5pp | 38.56%+345.0pp | 40.90%+342.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $110 | $2,965-96.3% | $4,023-97.3% | $4,212-97.4% |
| Admin fee / account holder | $21 | $5,964-99.6% | $6,127-99.6% | $7,344-99.7% |