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 | Recordkeeping and information managem... | $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 | $69,763+34.4% | $67,502+38.9% | $74,495+25.8% |
| Participation rate | 48.6% | 71.4%-22.8pp | 72.9%-24.3pp | 67.2%-18.6pp |
| Annual return | 15.07% | -40.34%+55.4pp | 3512.12%-3497.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,133 | $2,704+15.9% | $2,731+14.7% | $2,623+19.4% |
| Participant deferral / active EE | $4,639 | $3,636+27.6% | $4,000+16.0% | $4,346+6.7% |
| Admin fee / account holder | $4 | $896-99.5% | $3,998-99.9% | $1,942-99.8% |