See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,335 | $61,272-60.3% | $149,673-83.7% | $71,457-65.9% |
| Participation rate | 54.7% | 62.5%-7.9pp | 78.8%-24.1pp | 67.9%-13.3pp |
| Annual return | 12.72% | 35.85%-23.1pp | 134.42%-121.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $706 | $2,378-70.3% | $4,818-85.4% | $2,588-72.7% |
| Participant deferral / active EE | $1,012 | $2,917-65.3% | $5,680-82.2% | $4,289-76.4% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |