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 | Account maintenance fees; Participant... | $311 |
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 | $20,130 | $51,197-60.7% | $82,719-75.7% | $66,914-69.9% |
| Participation rate | 56.7% | 67.8%-11.1pp | 72.6%-15.8pp | 69.8%-13.1pp |
| Annual return | -19.43% | -9.64%-9.8pp | 701.18%-720.6pp | 1.58%-21.0pp |
| Employer contribution / active EE | $430 | $2,611-83.5% | $3,009-85.7% | $2,544-83.1% |
| Participant deferral / active EE | $1,639 | $3,458-52.6% | $4,395-62.7% | $4,237-61.3% |
| Admin fee / account holder | $6 | $416-98.5% | $5,329-99.9% | $593-99.0% |