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 9-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... | $2,845 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,297 | $50,815-58.1% | $155,509-86.3% | $77,643-72.6% |
| Participation rate | 16.4% | 63.1%-46.7pp | 78.2%-61.8pp | 70.6%-54.2pp |
| Annual return | 14.30% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $439 | $1,993-78.0% | $4,672-90.6% | $2,726-83.9% |
| Participant deferral / active EE | $264 | $2,822-90.7% | $5,626-95.3% | $4,647-94.3% |
| Admin fee / account holder | $11 | $437-97.4% | $15,912-99.9% | $430-97.4% |