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 | Recordkeeping and information managem... | $70 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,058 | $51,197-70.6% | $82,719-81.8% | $66,914-77.5% |
| Participation rate | 31.0% | 67.8%-36.9pp | 72.6%-41.6pp | 69.8%-38.9pp |
| Annual return | -52.15% | -9.64%-42.5pp | 701.18%-753.3pp | 1.58%-53.7pp |
| Employer contribution / active EE | $415 | $2,611-84.1% | $3,009-86.2% | $2,544-83.7% |
| Participant deferral / active EE | $2,059 | $3,458-40.5% | $4,395-53.2% | $4,237-51.4% |
| Admin fee / account holder | $2 | $416-99.4% | $5,329-100.0% | $593-99.6% |