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 | $33,546 | $47,722-29.7% | $82,719-59.4% | $64,808-48.2% |
| Participation rate | 58.1% | 67.6%-9.5pp | 72.6%-14.4pp | 71.5%-13.3pp |
| Annual return | -10.71% | -13.05%+2.3pp | 701.18%-711.9pp | 32.82%-43.5pp |
| Employer contribution / active EE | $964 | $2,179-55.8% | $3,009-68.0% | $2,506-61.5% |
| Participant deferral / active EE | $1,465 | $3,329-56.0% | $4,395-66.7% | $4,310-66.0% |
| Admin fee / account holder | $10 | $143-93.3% | $5,329-99.8% | $188-94.9% |