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... | $1,221 |
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 | $17,036 | $73,867-76.9% | $143,757-88.1% | $68,494-75.1% |
| Participation rate | 67.1% | 66.7%+0.5pp | 80.3%-13.2pp | 67.9%-0.8pp |
| Annual return | -11.63% | 1.01%-12.6pp | -0.04%-11.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $513 | $3,184-83.9% | $4,951-89.6% | $2,596-80.2% |
| Participant deferral / active EE | $996 | $3,384-70.6% | $5,637-82.3% | $4,027-75.3% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |