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... | $320 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,487 | $73,867-80.4% | $143,757-89.9% | $68,494-78.8% |
| Participation rate | 68.1% | 66.7%+1.5pp | 80.3%-12.2pp | 67.9%+0.2pp |
| Annual return | -14.52% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $755 | $3,184-76.3% | $4,951-84.7% | $2,596-70.9% |
| Participant deferral / active EE | $793 | $3,384-76.6% | $5,637-85.9% | $4,027-80.3% |
| Admin fee / account holder | $857 | $5,755-85.1% | $14,673-94.2% | $5,403-84.1% |