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 | $282,493-100.0% | $182,532-100.0% | - |
| Participation rate | 0.0% | 61.6%-61.6pp | 78.0%-78.0pp | - |
| Annual return | 5.23% | 11.66%-6.4pp | 148.54%-143.3pp | - |
| Employer contribution / active EE | $0 | $3,086-100.0% | $4,076-100.0% | - |
| Participant deferral / active EE | $0 | $2,811-100.0% | $5,524-100.0% | - |
| Admin fee / account holder | $0 | $13,338-100.0% | $8,592-100.0% | - |