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; Account maintenanc... | $628 |
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 | $33,395 | $65,061-48.7% | $143,757-76.8% | $66,914-50.1% |
| Participation rate | 48.2% | 65.2%-17.0pp | 80.3%-32.1pp | 69.8%-21.6pp |
| Annual return | -11.86% | -11.14%-0.7pp | -0.04%-11.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $464 | $2,361-80.3% | $4,951-90.6% | $2,544-81.8% |
| Participant deferral / active EE | $914 | $2,919-68.7% | $5,637-83.8% | $4,237-78.4% |
| Admin fee / account holder | $4 | $502-99.2% | $14,673-100.0% | $593-99.3% |