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 | $195 | $59,623-99.7% | $95,585-99.8% | $85,563-99.8% |
| Participation rate | 6.1% | 57.2%-51.2pp | 72.1%-66.0pp | 66.0%-59.9pp |
| Annual return | 0.00% | 18.22%-18.2pp | 38.56%-38.6pp | 31.51%-31.5pp |
| Employer contribution / active EE | $0 | $1,669-100.0% | $2,527-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $10 | $3,357-99.7% | $4,023-99.7% | $4,375-99.8% |
| Admin fee / account holder | $0 | $650-100.0% | $6,127-100.0% | $834-100.0% |