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 9-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... | $971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $30,242 | $60,261-49.8% | $81,783-63.0% | $74,546-59.4% |
| Participation rate | 58.8% | 62.9%-4.1pp | 72.4%-13.6pp | 67.2%-8.5pp |
| Annual return | 14.57% | 16.88%-2.3pp | 775.05%-760.5pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,640 | $3,388-51.6% | $4,320-62.0% | $4,347-62.3% |
| Admin fee / account holder | $4 | $1,482-99.7% | $7,380-99.9% | $1,944-99.8% |