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 ... | $2,614 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,766 | $56,485-89.8% | $185,823-96.9% | $86,799-93.4% |
| Participation rate | 69.9% | 65.5%+4.4pp | 81.7%-11.8pp | 72.3%-2.4pp |
| Annual return | 28.99% | 118.04%-89.0pp | 122.05%-93.1pp | 97.91%-68.9pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $959 | $2,553-62.5% | $5,568-82.8% | $4,131-76.8% |
| Admin fee / account holder | $6 | $150-95.7% | $16,237-100.0% | $170-96.2% |