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 4-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 |
|---|---|---|
NWPS1 year Service code 13 · EIN 91-2090931 | Contract Administrator | $5,540 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,780 | $59,159-71.6% | $159,960-89.5% | $66,914-74.9% |
| Participation rate | 31.5% | 68.1%-36.6pp | 78.0%-46.4pp | 69.8%-38.3pp |
| Annual return | -33.11% | -12.26%-20.9pp | 408.60%-441.7pp | 1.58%-34.7pp |
| Employer contribution / active EE | $1,402 | $1,983-29.3% | $4,226-66.8% | $2,544-44.9% |
| Participant deferral / active EE | $2,791 | $4,395-36.5% | $6,182-54.9% | $4,237-34.1% |
| Admin fee / account holder | $285 | $591-51.7% | $8,698-96.7% | $593-51.9% |