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.
Employer 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 | $576 | $30,400-98.1% | $53,898-98.9% | $84,808-99.3% |
| Participation rate | 54.5% | 46.4%+8.1pp | 55.0%-0.4pp | 68.3%-13.8pp |
| Annual return | 76.18% | 500.19%-424.0pp | 528.60%-452.4pp | 40.90%+35.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $367 | $1,199-69.4% | $1,826-79.9% | $4,212-91.3% |
| Admin fee / account holder | $41 | $1,993-98.0% | $2,491-98.4% | $7,344-99.4% |