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 7-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $133,467-100.0% | $75,781-100.0% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 75.8%-75.8pp | - |
| Annual return | -0.98% | -2.40%+1.4pp | 9.68%-10.7pp | - |
| Employer contribution / active EE | $0 | $1,704-100.0% | $3,323-100.0% | - |
| Participant deferral / active EE | $0 | $2,196-100.0% | $3,651-100.0% | - |
| Admin fee / account holder | $0 | $9,890-100.0% | $5,299-100.0% | - |