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 3-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 INSURANCE COMPANY Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,969 | $167,484-19.4% | $151,611-11.0% | $134,475+0.4% |
| Participation rate | 61.9% | 88.4%-26.5pp | 87.5%-25.6pp | 81.2%-19.3pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,414 | $6,829-79.3% | $6,166-77.1% | $4,740-70.2% |
| Participant deferral / active EE | $5,178 | $8,986-42.4% | $8,363-38.1% | $6,400-19.1% |
| Admin fee / account holder | $842 | $13,783-93.9% | $11,616-92.8% | $11,426-92.6% |