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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205 | $66,457-99.7% | $81,382-99.7% | $77,643-99.7% |
| Participation rate | 49.1% | 68.7%-19.6pp | 69.5%-20.4pp | 70.6%-21.5pp |
| Annual return | 0.00% | 15.93%-15.9pp | 24.73%-24.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $103 | $3,679-97.2% | $3,883-97.4% | $4,647-97.8% |
| Admin fee / account holder | $1 | $583-99.9% | $5,768-100.0% | $430-99.8% |