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... | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,801 | $58,879-47.7% | $178,490-82.7% | $73,488-58.1% |
| Participation rate | 50.3% | 66.2%-15.9pp | 81.9%-31.6pp | 70.7%-20.3pp |
| Annual return | 13.04% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.5pp |
| Employer contribution / active EE | $369 | $2,236-83.5% | $5,011-92.6% | $2,270-83.7% |
| Participant deferral / active EE | $1,109 | $2,567-56.8% | $5,202-78.7% | $3,740-70.3% |
| Admin fee / account holder | $7 | $400-98.2% | $13,984-99.9% | $513-98.6% |