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... | $571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,744 | $69,745+34.4% | $67,511+38.9% | $74,546+25.8% |
| Participation rate | 48.6% | 71.3%-22.8pp | 72.9%-24.3pp | 67.2%-18.6pp |
| Annual return | 15.07% | -40.37%+55.4pp | 3517.41%-3502.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $3,133 | $2,705+15.8% | $2,733+14.7% | $2,624+19.4% |
| Participant deferral / active EE | $4,639 | $3,636+27.6% | $4,000+16.0% | $4,347+6.7% |
| Admin fee / account holder | $4 | $894-99.5% | $3,999-99.9% | $1,944-99.8% |