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 | Claims processing; Account maintenanc... | $1,441 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,815 | $46,292-48.6% | $143,757-83.4% | $64,808-63.3% |
| Participation rate | 42.9% | 64.2%-21.3pp | 80.3%-37.4pp | 71.5%-28.6pp |
| Annual return | 4.59% | -10.05%+14.6pp | -0.04%+4.6pp | 32.82%-28.2pp |
| Employer contribution / active EE | $1,683 | $1,910-11.9% | $4,951-66.0% | $2,506-32.9% |
| Participant deferral / active EE | $386 | $2,646-85.4% | $5,637-93.1% | $4,310-91.0% |
| Admin fee / account holder | $5 | $154-96.7% | $14,673-100.0% | $188-97.3% |