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 | Account maintenance fees; Claims proc... | $986 |
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 | $31,060 | $50,815-38.9% | $155,509-80.0% | $77,643-60.0% |
| Participation rate | 24.1% | 63.1%-39.0pp | 78.2%-54.0pp | 70.6%-46.4pp |
| Annual return | 14.67% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.6pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $516 | $2,822-81.7% | $5,626-90.8% | $4,647-88.9% |
| Admin fee / account holder | $9 | $437-97.8% | $15,912-99.9% | $430-97.8% |