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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $401 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,183 | $47,126-93.2% | $149,673-97.9% | $74,419-95.7% |
| Participation rate | 66.1% | 63.4%+2.7pp | 78.8%-12.7pp | 70.7%-4.6pp |
| Annual return | 13.22% | 22.75%-9.5pp | 134.42%-121.2pp | 34.38%-21.2pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $253 | $2,728-90.7% | $5,680-95.5% | $4,528-94.4% |
| Admin fee / account holder | $2 | $343-99.4% | $13,210-100.0% | $348-99.5% |