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; Claims p... | $386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,573 | $52,208-45.3% | $86,612-67.0% | $74,419-61.6% |
| Participation rate | 49.5% | 66.3%-16.8pp | 71.7%-22.2pp | 70.7%-21.3pp |
| Annual return | 11.33% | 44.46%-33.1pp | 591.07%-579.7pp | 34.38%-23.1pp |
| Employer contribution / active EE | $497 | $2,282-78.2% | $3,022-83.6% | $2,637-81.2% |
| Participant deferral / active EE | $1,363 | $3,383-59.7% | $4,438-69.3% | $4,528-69.9% |
| Admin fee / account holder | $2 | $319-99.4% | $5,614-100.0% | $348-99.4% |