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; Recordkeeping and ... | $2,080 |
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 | $15,573 | $50,815-69.4% | $155,509-90.0% | $77,643-79.9% |
| Participation rate | 38.9% | 63.1%-24.2pp | 78.2%-39.2pp | 70.6%-31.6pp |
| Annual return | 12.96% | 34.80%-21.8pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $359 | $1,993-82.0% | $4,672-92.3% | $2,726-86.8% |
| Participant deferral / active EE | $677 | $2,822-76.0% | $5,626-88.0% | $4,647-85.4% |
| Admin fee / account holder | $11 | $437-97.5% | $15,912-99.9% | $430-97.4% |