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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $28 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,346 | $59,186-84.2% | $76,768-87.8% | $56,287-83.4% |
| Participation rate | 96.2% | 75.2%+20.9pp | 77.0%+19.2pp | 69.9%+26.3pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,187 | $1,759+24.4% | $2,485-12.0% | $2,111+3.6% |
| Participant deferral / active EE | $2,281 | $3,255-29.9% | $3,852-40.8% | $3,350-31.9% |
| Admin fee / account holder | $18 | $489-96.2% | $6,675-99.7% | $521-96.5% |