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... | $1,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,522 | $55,415-41.3% | $155,509-79.1% | $74,495-56.3% |
| Participation rate | 50.2% | 61.9%-11.7pp | 78.2%-27.9pp | 67.2%-17.0pp |
| Annual return | 13.22% | 268.50%-255.3pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,138 | $2,267-49.8% | $4,672-75.6% | $2,623-56.6% |
| Participant deferral / active EE | $1,600 | $2,836-43.6% | $5,626-71.6% | $4,346-63.2% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.7% |