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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,843 | $60,261+39.1% | $81,783+2.5% | $74,546+12.5% |
| Participation rate | 66.7% | 62.9%+3.8pp | 72.4%-5.7pp | 67.2%-0.5pp |
| Annual return | 13.64% | 16.88%-3.2pp | 775.05%-761.4pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $843 | $2,622-67.8% | $2,913-71.1% | $2,624-67.9% |
| Participant deferral / active EE | $2,750 | $3,388-18.8% | $4,320-36.3% | $4,347-36.7% |
| Admin fee / account holder | $0 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |