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 | Claims processing; Recordkeeping and ... | $449 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,159 | $70,428-70.0% | $96,562-78.1% | $85,850-75.4% |
| Participation rate | 38.0% | 61.8%-23.8pp | 69.8%-31.8pp | 69.3%-31.3pp |
| Annual return | 13.99% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $570 | $1,413-59.7% | $2,356-75.8% | $2,565-77.8% |
| Participant deferral / active EE | $766 | $2,894-73.5% | $3,849-80.1% | $3,952-80.6% |
| Admin fee / account holder | $461 | $4,997-90.8% | $6,181-92.5% | $6,260-92.6% |