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... | $1,626 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,042 | $50,982-11.7% | $154,803-70.9% | $85,563-47.4% |
| Participation rate | 28.4% | 59.8%-31.4pp | 78.1%-49.7pp | 66.0%-37.6pp |
| Annual return | 10.82% | 30.35%-19.5pp | 58.88%-48.1pp | 31.51%-20.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,086 | $2,474-56.1% | $5,540-80.4% | $4,375-75.2% |
| Admin fee / account holder | $9 | $846-99.0% | $14,329-99.9% | $834-99.0% |