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.
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 | $6,300 | $6,3000% | $319,563-98.0% | $52,198-87.9% |
| Participation rate | 42.4% | 14.1%+28.3pp | 41.2%+1.2pp | 11.0%+31.4pp |
| Annual return | 0.00% | 6.59%-6.6pp | 7.21%-7.2pp | 8.23%-8.2pp |
| Employer contribution / active EE | $2,673 | $9,691-72.4% | $33,209-92.0% | $13,859-80.7% |
| Participant deferral / active EE | $0 | $0 | $48-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $196-100.0% | $1,652-100.0% |