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 7-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 AND ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,345 | $129,021-66.4% | $184,203-76.5% | $77,643-44.2% |
| Participation rate | 97.0% | 87.3%+9.7pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 60.88% | 33.27%+27.6pp | 28.81%+32.1pp | 31.24%+29.6pp |
| Employer contribution / active EE | $2,357 | $4,413-46.6% | $6,427-63.3% | $2,726-13.5% |
| Participant deferral / active EE | $6,983 | $7,297-4.3% | $9,131-23.5% | $4,647+50.3% |
| Admin fee / account holder | $30 | $254-88.0% | $13,901-99.8% | $430-92.9% |