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 | Participant loan processing; Claims p... | $5,550 |
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 | $10,647 | $50,982-79.1% | $154,803-93.1% | $85,563-87.6% |
| Participation rate | 65.6% | 59.8%+5.8pp | 78.1%-12.5pp | 66.0%-0.4pp |
| Annual return | 13.78% | 30.35%-16.6pp | 58.88%-45.1pp | 31.51%-17.7pp |
| Employer contribution / active EE | $319 | $1,708-81.3% | $4,305-92.6% | $2,654-88.0% |
| Participant deferral / active EE | $600 | $2,474-75.7% | $5,540-89.2% | $4,375-86.3% |
| Admin fee / account holder | $9 | $846-98.9% | $14,329-99.9% | $834-98.9% |