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; Account ... | $1,214 |
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 | $17,187 | $81,248-78.8% | $155,509-88.9% | $80,856-78.7% |
| Participation rate | 58.6% | 66.2%-7.6pp | 78.2%-19.6pp | 67.6%-9.0pp |
| Annual return | 11.29% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $715 | $3,100-76.9% | $4,672-84.7% | $2,755-74.0% |
| Participant deferral / active EE | $848 | $3,452-75.4% | $5,626-84.9% | $4,296-80.2% |
| Admin fee / account holder | $3,321 | $7,997-58.5% | $15,912-79.1% | $6,918-52.0% |