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 COMPANY7+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,630 |
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 | $27,626 | $60,989-54.7% | $60,874-54.6% | $66,914-58.7% |
| Participation rate | 49.1% | 74.5%-25.4pp | 73.1%-24.0pp | 69.8%-20.7pp |
| Annual return | -19.62% | -9.60%-10.0pp | 16.90%-36.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,231 | $2,661-53.7% | $2,701-54.4% | $2,544-51.6% |
| Participant deferral / active EE | $3,163 | $3,615-12.5% | $3,817-17.1% | $4,237-25.3% |
| Admin fee / account holder | $22 | $338-93.5% | $3,224-99.3% | $593-96.3% |