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 | $323 | $158,398-99.8% | $126,539-99.7% | $142,382-99.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 1152.17% | 593.76%+558.4pp | 425.95%+726.2pp | 217.08%+935.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $244 | $4,767-94.9% | $4,083-94.0% | $6,507-96.3% |
| Admin fee / account holder | $30 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |