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.
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $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 | $75,000 | $315,650-76.2% | $308,621-75.7% | $338,187-77.8% |
| Participation rate | 66.7% | 62.7%+4.0pp | 57.2%+9.5pp | 44.0%+22.7pp |
| Annual return | 0.00% | 8.12%-8.1pp | 8.06%-8.1pp | 13.05%-13.0pp |
| Employer contribution / active EE | $50,000 | $44,127+13.3% | $42,627+17.3% | $37,639+32.8% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |