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.
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 | $289,147-100.0% | - | $289,147-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | - | 80.8%-80.8pp |
| Annual return | 58.05% | 12.61%+45.4pp | 18.19%+39.9pp | 12.61%+45.4pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $7,421-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $3,410-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | - | $23,026-100.0% |