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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,530 |
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 | $21,429 | $53,777-60.2% | $134,143-84.0% | $79,858-73.2% |
| Participation rate | 64.3% | 58.8%+5.5pp | 72.2%-7.9pp | 69.6%-5.3pp |
| Annual return | 24.17% | 19.01%+5.2pp | 36.33%-12.2pp | 31.71%-7.5pp |
| Employer contribution / active EE | $992 | $1,321-24.9% | $3,704-73.2% | $2,471-59.9% |
| Participant deferral / active EE | $1,152 | $2,420-52.4% | $3,499-67.1% | $3,740-69.2% |
| Admin fee / account holder | $16 | $3,984-99.6% | $6,684-99.8% | $5,306-99.7% |