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; Recordkeeping and ... | $0 |
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 | $40,914 | $65,061-37.1% | $143,757-71.5% | $66,914-38.9% |
| Participation rate | 40.7% | 65.2%-24.5pp | 80.3%-39.6pp | 69.8%-29.1pp |
| Annual return | -15.09% | -11.14%-4.0pp | -0.04%-15.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,098 | $2,361-53.5% | $4,951-77.8% | $2,544-56.9% |
| Participant deferral / active EE | $2,035 | $2,919-30.3% | $5,637-63.9% | $4,237-52.0% |
| Admin fee / account holder | $7 | $502-98.7% | $14,673-100.0% | $593-98.9% |