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: METROPOLITAN LIFE COMPANY Service code 12 PO BOX 10536 · DES MOINES, IA 50306 | Claims processing; Participant loan p... | $0 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,970 | $65,061-77.0% | $143,757-89.6% | $66,914-77.6% |
| Participation rate | 50.0% | 65.2%-15.2pp | 80.3%-30.3pp | 69.8%-19.8pp |
| Annual return | -14.26% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $512 | $2,361-78.3% | $4,951-89.7% | $2,544-79.9% |
| Participant deferral / active EE | $633 | $2,919-78.3% | $5,637-88.8% | $4,237-85.1% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |