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 |
|---|---|---|
METLIFE LIFE INSURANCE COMPANY6+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,136 | $74,706-55.6% | $75,696-56.2% | $79,386-58.3% |
| Participation rate | 51.4% | 75.3%-23.9pp | 74.8%-23.4pp | 70.7%-19.3pp |
| Annual return | 13.49% | 18.52%-5.0pp | 104.53%-91.0pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,191 | $2,590-54.0% | $2,743-56.6% | $2,427-50.9% |
| Participant deferral / active EE | $2,857 | $3,533-19.1% | $3,821-25.2% | $4,046-29.4% |
| Admin fee / account holder | $21 | $374-94.4% | $3,619-99.4% | $626-96.6% |