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 | Recordkeeping and information managem... | $1,293 |
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.
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 | $6,343 | $61,272-89.6% | $149,673-95.8% | $71,457-91.1% |
| Participation rate | 66.5% | 62.5%+4.0pp | 78.8%-12.3pp | 67.9%-1.4pp |
| Annual return | 28.42% | 35.85%-7.4pp | 134.42%-106.0pp | 28.85%-0.4pp |
| Employer contribution / active EE | $576 | $2,378-75.8% | $4,818-88.1% | $2,588-77.8% |
| Participant deferral / active EE | $661 | $2,917-77.3% | $5,680-88.4% | $4,289-84.6% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |