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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,686 | $68,547-83.0% | $120,354-90.3% | $80,856-85.5% |
| Participation rate | 36.0% | 61.6%-25.6pp | 71.9%-35.9pp | 67.6%-31.6pp |
| Annual return | 15.89% | 23.60%-7.7pp | 107.15%-91.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $900 | $2,051-56.1% | $3,463-74.0% | $2,755-67.3% |
| Participant deferral / active EE | $1,101 | $3,173-65.3% | $4,991-77.9% | $4,296-74.4% |
| Admin fee / account holder | $59 | $5,732-99.0% | $9,423-99.4% | $6,918-99.1% |