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 | $6,651 | $111,724-94.0% | $93,606-92.9% | $145,922-95.4% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 89.04% | 202.98%-113.9pp | 133.20%-44.2pp | 561.29%-472.2pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,846 | $4,912-42.1% | $4,411-35.5% | $6,688-57.5% |
| Admin fee / account holder | $178 | $10,250-98.3% | $8,285-97.9% | $13,397-98.7% |