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 |
|---|---|---|
HANON SYSTEMS USA, LLC2 years Service code 14 · EIN 61-1697358 | Plan Administrator | $20,100 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $1,570 |
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.
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 | $6,601 | $73,638-91.0% | $95,952-93.1% | $73,488-91.0% |
| Participation rate | 62.3% | 76.2%-13.9pp | 77.1%-14.8pp | 70.7%-8.4pp |
| Annual return | 20.37% | 16.78%+3.6pp | 91.61%-71.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $655 | $1,863-64.8% | $2,541-74.2% | $2,270-71.1% |
| Participant deferral / active EE | $1,634 | $3,617-54.8% | $4,167-60.8% | $3,740-56.3% |
| Admin fee / account holder | $81 | $482-83.2% | $6,795-98.8% | $513-84.2% |