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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $39,438 | $89,465-55.9% | $164,866-76.1% | $77,671-49.2% |
| Participation rate | 83.6% | 78.6%+5.0pp | 78.6%+5.0pp | 70.6%+13.1pp |
| Annual return | 23.26% | 28.81%-5.5pp | 69.97%-46.7pp | 31.21%-7.9pp |
| Employer contribution / active EE | $1,708 | $2,568-33.5% | $4,343-60.7% | $2,726-37.3% |
| Participant deferral / active EE | $3,309 | $4,897-32.4% | $6,033-45.2% | $4,648-28.8% |
| Admin fee / account holder | $88 | $340-74.1% | $12,689-99.3% | $430-79.5% |