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 | $59,288-100.0% | $90,645-100.0% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 74.0%-74.0pp | - |
| Annual return | 3.10% | -2.02%+5.1pp | 1.88%+1.2pp | - |
| Employer contribution / active EE | $0 | $823-100.0% | $2,532-100.0% | - |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,425-100.0% | - |
| Admin fee / account holder | $0 | $10,676-100.0% | $4,994-100.0% | - |