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 5-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: MASSACHUSSETTS MUTUAL LIFE INS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $125 |
Service code 60 | Sub-TA Fees | $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,055 | $181,894-63.7% | $156,549-57.8% | $273,961-75.9% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 5.87% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,876 | $6,248-54.0% | $5,501-47.7% | $4,869-40.9% |
| Participant deferral / active EE | $166 | $5,550-97.0% | $4,871-96.6% | $5,287-96.9% |
| Admin fee / account holder | $25 | $15,559-99.8% | $13,027-99.8% | $10,132-99.8% |