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... | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,189 | $72,254-49.9% | $86,677-58.2% | $64,808-44.2% |
| Participation rate | 67.5% | 80.4%-13.0pp | 76.6%-9.1pp | 71.5%-4.0pp |
| Annual return | -13.09% | 392.42%-405.5pp | 35.91%-49.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,126 | $2,393-52.9% | $2,836-60.3% | $2,506-55.0% |
| Participant deferral / active EE | $1,591 | $4,658-65.8% | $4,656-65.8% | $4,310-63.1% |
| Admin fee / account holder | $8 | $174-95.7% | $7,493-99.9% | $188-96.0% |