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 6-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 |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,803 | $50,820-74.8% | $155,567-91.8% | $77,671-83.5% |
| Participation rate | 48.1% | 63.1%-15.0pp | 78.2%-30.1pp | 70.6%-22.5pp |
| Annual return | 14.61% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $930 | $1,993-53.3% | $4,674-80.1% | $2,726-65.9% |
| Participant deferral / active EE | $2,262 | $2,823-19.9% | $5,628-59.8% | $4,648-51.3% |
| Admin fee / account holder | $29 | $436-93.3% | $15,916-99.8% | $430-93.2% |