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 COMPANY10+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $5,041 |
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 | $46,995 | $67,984-30.9% | $65,493-28.2% | $74,304-36.8% |
| Participation rate | 51.0% | 66.3%-15.3pp | 73.1%-22.1pp | 60.3%-9.3pp |
| Annual return | 14.76% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,625 | $2,491-34.8% | $2,574-36.9% | $2,241-27.5% |
| Participant deferral / active EE | $3,239 | $3,346-3.2% | $3,961-18.2% | $3,767-14.0% |
| Admin fee / account holder | $22 | $1,373-98.4% | $5,028-99.6% | $2,969-99.3% |