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 | $7,597 | $159,602-95.2% | $150,045-94.9% | $142,382-94.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 37.98% | 70.24%-32.3pp | 62.55%-24.6pp | 217.08%-179.1pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,560 | $8,310-57.2% | $7,997-55.5% | $6,507-45.3% |
| Admin fee / account holder | $91 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |