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 Service code 63 | 12b-1 Fees | $10,361 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,364 | $36,916-66.5% | $156,549-92.1% | $57,658-78.6% |
| Participation rate | 59.6% | 63.4%-3.8pp | 84.0%-24.4pp | 70.2%-10.6pp |
| Annual return | 6.96% | 12.38%-5.4pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $481 | $1,571-69.4% | $5,501-91.3% | $1,974-75.6% |
| Participant deferral / active EE | $585 | $1,926-69.6% | $4,871-88.0% | $3,061-80.9% |
| Admin fee / account holder | $27 | $82-67.1% | $13,027-99.8% | $95-71.3% |