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 9-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... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,585 | $65,061-37.6% | $143,757-71.8% | $66,914-39.3% |
| Participation rate | 47.4% | 65.2%-17.8pp | 80.3%-32.9pp | 69.8%-22.4pp |
| Annual return | -16.09% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,919 | $2,361-18.7% | $4,951-61.2% | $2,544-24.6% |
| Participant deferral / active EE | $3,703 | $2,919+26.9% | $5,637-34.3% | $4,237-12.6% |
| Admin fee / account holder | $17 | $502-96.5% | $14,673-99.9% | $593-97.1% |