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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $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.
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 | $20,328 | $66,098-69.2% | $101,794-80.0% | $74,304-72.6% |
| Participation rate | 62.2% | 53.8%+8.4pp | 69.2%-7.0pp | 60.3%+1.8pp |
| Annual return | 15.72% | 19.59%-3.9pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $557 | $1,082-48.5% | $2,289-75.7% | $2,241-75.2% |
| Participant deferral / active EE | $1,129 | $2,781-59.4% | $4,084-72.3% | $3,767-70.0% |
| Admin fee / account holder | $263 | $4,146-93.7% | $8,777-97.0% | $2,969-91.2% |