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 COMPANY11+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,976 | $59,097+316.2% | $82,389+198.6% | $74,304+231.0% |
| Participation rate | 65.4% | 52.8%+12.6pp | 69.5%-4.2pp | 60.3%+5.0pp |
| Annual return | 12.59% | 22.85%-10.3pp | 28.67%-16.1pp | 29.43%-16.8pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,194 | $2,775+267.3% | $4,155+145.4% | $3,767+170.6% |
| Admin fee / account holder | $2,967 | $4,489-33.9% | $7,231-59.0% | $2,969-0.1% |