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; Account maintenanc... | $7,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,248 | $88,890-44.6% | $102,423-51.9% | $77,643-36.6% |
| Participation rate | 64.8% | 80.9%-16.1pp | 76.5%-11.7pp | 70.6%-5.8pp |
| Annual return | 17.91% | 24.98%-7.1pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $1,575 | $2,698-41.6% | $3,023-47.9% | $2,726-42.2% |
| Participant deferral / active EE | $1,919 | $5,145-62.7% | $5,053-62.0% | $4,647-58.7% |
| Admin fee / account holder | $19 | $235-92.0% | $9,451-99.8% | $430-95.6% |