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 7-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 | Recordkeeping and information managem... | $627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,483 | $47,126-20.5% | $149,673-75.0% | $74,419-49.6% |
| Participation rate | 32.0% | 63.4%-31.3pp | 78.8%-46.7pp | 70.7%-38.7pp |
| Annual return | 16.31% | 22.75%-6.4pp | 134.42%-118.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,263 | $2,728-53.7% | $5,680-77.8% | $4,528-72.1% |
| Admin fee / account holder | $4 | $343-98.9% | $13,210-100.0% | $348-98.9% |