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; Recordke... | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,514 | $47,722+58.2% | $82,719-8.7% | $64,808+16.5% |
| Participation rate | 23.5% | 67.6%-44.1pp | 72.6%-49.1pp | 71.5%-48.0pp |
| Annual return | -6.12% | -13.05%+6.9pp | 701.18%-707.3pp | 32.82%-38.9pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,495 | $3,329-55.1% | $4,395-66.0% | $4,310-65.3% |
| Admin fee / account holder | $2 | $143-98.4% | $5,329-100.0% | $188-98.8% |