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 7-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 | $981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $8,073 | $47,126-82.9% | $149,673-94.6% | $74,419-89.2% |
| Participation rate | 36.0% | 63.4%-27.4pp | 78.8%-42.8pp | 70.7%-34.7pp |
| Annual return | 16.54% | 22.75%-6.2pp | 134.42%-117.9pp | 34.38%-17.8pp |
| Employer contribution / active EE | $82 | $1,905-95.7% | $4,818-98.3% | $2,637-96.9% |
| Participant deferral / active EE | $994 | $2,728-63.6% | $5,680-82.5% | $4,528-78.0% |
| Admin fee / account holder | $138 | $343-59.6% | $13,210-99.0% | $348-60.2% |