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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,403 | $50,982-40.4% | $154,803-80.4% | $85,563-64.5% |
| Participation rate | 38.4% | 59.8%-21.4pp | 78.1%-39.7pp | 66.0%-27.6pp |
| Annual return | 10.39% | 30.35%-20.0pp | 58.88%-48.5pp | 31.51%-21.1pp |
| Employer contribution / active EE | $566 | $1,708-66.9% | $4,305-86.9% | $2,654-78.7% |
| Participant deferral / active EE | $761 | $2,474-69.2% | $5,540-86.3% | $4,375-82.6% |
| Admin fee / account holder | $271 | $846-68.0% | $14,329-98.1% | $834-67.5% |