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; Participant loan p... | $2,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,614 | $56,317-54.5% | $71,209-64.0% | $74,304-65.5% |
| Participation rate | 63.8% | 55.1%+8.7pp | 73.8%-10.0pp | 60.3%+3.4pp |
| Annual return | 10.10% | 42.83%-32.7pp | 282.51%-272.4pp | 29.43%-19.3pp |
| Employer contribution / active EE | $3,043 | $2,160+40.9% | $2,721+11.8% | $2,241+35.8% |
| Participant deferral / active EE | $884 | $2,788-68.3% | $4,175-78.8% | $3,767-76.5% |
| Admin fee / account holder | $11 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |