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... | $246 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,535 | $58,264-69.9% | $86,612-79.8% | $71,457-75.5% |
| Participation rate | 30.1% | 65.0%-34.9pp | 71.7%-41.6pp | 67.9%-37.8pp |
| Annual return | 14.93% | 21.63%-6.7pp | 591.07%-576.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $283 | $2,574-89.0% | $3,022-90.6% | $2,588-89.1% |
| Participant deferral / active EE | $1,553 | $3,436-54.8% | $4,438-65.0% | $4,289-63.8% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,614-100.0% | $1,587-99.9% |