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... | $1,610 |
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 | $37,155 | $50,815-26.9% | $155,509-76.1% | $77,643-52.1% |
| Participation rate | 27.6% | 63.1%-35.5pp | 78.2%-50.6pp | 70.6%-43.0pp |
| Annual return | 14.75% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $418 | $1,993-79.0% | $4,672-91.1% | $2,726-84.7% |
| Participant deferral / active EE | $1,111 | $2,822-60.6% | $5,626-80.3% | $4,647-76.1% |
| Admin fee / account holder | $8 | $437-98.3% | $15,912-100.0% | $430-98.2% |