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 | Account maintenance fees; Participant... | $3,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,088 | $50,815-72.3% | $155,509-90.9% | $77,643-81.9% |
| Participation rate | 63.8% | 63.1%+0.7pp | 78.2%-14.4pp | 70.6%-6.8pp |
| Annual return | 12.76% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $935 | $1,993-53.1% | $4,672-80.0% | $2,726-65.7% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $7 | $437-98.3% | $15,912-100.0% | $430-98.3% |