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... | $1,261 |
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 | $19,116 | $47,722-59.9% | $82,719-76.9% | $64,808-70.5% |
| Participation rate | 44.4% | 67.6%-23.2pp | 72.6%-28.1pp | 71.5%-27.0pp |
| Annual return | -10.22% | -13.05%+2.8pp | 701.18%-711.4pp | 32.82%-43.0pp |
| Employer contribution / active EE | $452 | $2,179-79.3% | $3,009-85.0% | $2,506-82.0% |
| Participant deferral / active EE | $1,253 | $3,329-62.4% | $4,395-71.5% | $4,310-70.9% |
| Admin fee / account holder | $4 | $143-96.9% | $5,329-99.9% | $188-97.6% |