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 8-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: MASS MUTUAL LIFE INSURANCE CO. Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $1,264 |
SBHU LIFE AGENCY INC1+ years Filed as: SBHU LIFE AGENCY Service code 53 · EIN 13-2896238 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,551 | $37,196-71.6% | $154,107-93.2% | $55,725-81.1% |
| Participation rate | 19.1% | 64.1%-45.0pp | 83.0%-64.0pp | 70.9%-51.8pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.12%-735.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $9 | $1,614-99.4% | $5,298-99.8% | $2,078-99.6% |
| Participant deferral / active EE | $21 | $2,068-99.0% | $5,081-99.6% | $3,356-99.4% |
| Admin fee / account holder | $12 | $102-88.6% | $13,411-99.9% | $115-89.9% |