Filed September 24, 2026
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... | $3,591 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,897 | $65,908-80.4% | $81,812-84.2% | $77,643-83.4% |
| Participation rate | 51.4% | 65.8%-14.4pp | 72.3%-20.9pp | 70.6%-19.1pp |
| Annual return | 13.62% | 26.64%-13.0pp | 773.79%-760.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $564 | $2,370-76.2% | $2,912-80.6% | $2,726-79.3% |
| Participant deferral / active EE | $618 | $3,505-82.4% | $4,319-85.7% | $4,647-86.7% |
| Admin fee / account holder | $12 | $526-97.6% | $7,386-99.8% | $430-97.1% |