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: VOYA RETIREMENT INS. & ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
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 | $21,072 | $34,677-39.2% | $77,024-72.6% | $64,808-67.5% |
| Participation rate | 61.5% | 49.8%+11.6pp | 67.9%-6.4pp | 71.5%-10.0pp |
| Annual return | -18.35% | -5.33%-13.0pp | 42.32%-60.7pp | 32.82%-51.2pp |
| Employer contribution / active EE | $455 | $1,370-66.8% | $2,812-83.8% | $2,506-81.8% |
| Participant deferral / active EE | $2,302 | $2,556-9.9% | $4,426-48.0% | $4,310-46.6% |
| Admin fee / account holder | $19 | $179-89.4% | $5,425-99.7% | $188-90.0% |