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... | $2,661 |
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 | $29,347 | $60,323-51.4% | $81,812-64.1% | $74,495-60.6% |
| Participation rate | 48.8% | 62.9%-14.0pp | 72.3%-23.5pp | 67.2%-18.4pp |
| Annual return | 21.07% | 16.90%+4.2pp | 773.79%-752.7pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $509 | $2,620-80.6% | $2,912-82.5% | $2,623-80.6% |
| Participant deferral / active EE | $2,102 | $3,387-37.9% | $4,319-51.3% | $4,346-51.6% |
| Admin fee / account holder | $10 | $1,486-99.3% | $7,386-99.9% | $1,942-99.5% |