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 | Claims processing; Account maintenanc... | $1,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,405 | $58,778-2.3% | $129,295-55.6% | $77,671-26.1% |
| Participation rate | 18.0% | 59.2%-41.3pp | 69.6%-51.7pp | 70.6%-52.6pp |
| Annual return | 12.37% | 24.73%-12.4pp | 9429.28%-9416.9pp | 31.21%-18.8pp |
| Employer contribution / active EE | $142 | $1,952-92.7% | $4,157-96.6% | $2,726-94.8% |
| Participant deferral / active EE | $1,090 | $3,212-66.1% | $4,169-73.9% | $4,648-76.5% |
| Admin fee / account holder | $5 | $589-99.1% | $7,665-99.9% | $430-98.8% |