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... | $4,825 |
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 | $15,430 | $50,815-69.6% | $155,509-90.1% | $77,643-80.1% |
| Participation rate | 63.3% | 63.1%+0.2pp | 78.2%-14.8pp | 70.6%-7.2pp |
| Annual return | 15.58% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $801 | $1,993-59.8% | $4,672-82.9% | $2,726-70.6% |
| Participant deferral / active EE | $704 | $2,822-75.1% | $5,626-87.5% | $4,647-84.9% |
| Admin fee / account holder | $13 | $437-97.1% | $15,912-99.9% | $430-97.0% |