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; Recordke... | $1,344 |
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 | $30,315 | $76,050-60.1% | $96,544-68.6% | $71,457-57.6% |
| Participation rate | 51.2% | 74.4%-23.2pp | 76.0%-24.8pp | 67.9%-16.7pp |
| Annual return | 17.53% | 22.81%-5.3pp | 25.84%-8.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,062 | $2,244-52.7% | $2,965-64.2% | $2,588-59.0% |
| Participant deferral / active EE | $1,871 | $4,215-55.6% | $4,851-61.4% | $4,289-56.4% |
| Admin fee / account holder | $10 | $2,707-99.6% | $8,252-99.9% | $1,587-99.4% |