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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,405 | $106,584-84.6% | $101,326-83.8% | $142,382-88.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 35.45% | 36.93%-1.5pp | 36.82%-1.4pp | 217.08%-181.6pp |
| Employer contribution / active EE | $1,813 | $3,956-54.2% | $3,665-50.5% | $4,299-57.8% |
| Participant deferral / active EE | $5,990 | $8,297-27.8% | $7,994-25.1% | $6,507-7.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |