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 7-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... | $917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,812 | $50,815-17.7% | $155,509-73.1% | $77,643-46.1% |
| Participation rate | 31.2% | 63.1%-31.9pp | 78.2%-47.0pp | 70.6%-39.4pp |
| Annual return | 14.47% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,156 | $2,822-59.0% | $5,626-79.5% | $4,647-75.1% |
| Admin fee / account holder | $5 | $437-98.9% | $15,912-100.0% | $430-98.8% |