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 7-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 |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $17,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $1,830 | $29,548-93.8% | $56,411-96.8% | $77,643-97.6% |
| Participation rate | 53.8% | 32.7%+21.1pp | 52.5%+1.4pp | 70.6%-16.7pp |
| Annual return | 9.78% | 19.01%-9.2pp | 1701.33%-1691.5pp | 31.24%-21.5pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $447 | $1,061-57.9% | $1,952-77.1% | $4,647-90.4% |
| Admin fee / account holder | $71 | $1,046-93.2% | $2,829-97.5% | $430-83.6% |