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 9-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; Recordkeeping and ... | $1,132 |
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 | $33,393 | $60,323-44.6% | $81,812-59.2% | $74,495-55.2% |
| Participation rate | 32.9% | 62.9%-29.9pp | 72.3%-39.4pp | 67.2%-34.3pp |
| Annual return | 98.19% | 16.90%+81.3pp | 773.79%-675.6pp | 1364.94%-1266.8pp |
| Employer contribution / active EE | $148 | $2,620-94.3% | $2,912-94.9% | $2,623-94.3% |
| Participant deferral / active EE | $2,002 | $3,387-40.9% | $4,319-53.7% | $4,346-53.9% |
| Admin fee / account holder | $8 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |