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 | $748,053-100.0% | $246,525-100.0% | - |
| Participation rate | 0.0% | 36.7%-36.7pp | 82.0%-82.0pp | - |
| Annual return | 4.52% | -17.34%+21.9pp | 0.46%+4.1pp | - |
| Employer contribution / active EE | $0 | $362-100.0% | $7,467-100.0% | - |
| Participant deferral / active EE | $0 | $1,422-100.0% | $5,422-100.0% | - |
| Admin fee / account holder | $0 | $22,312-100.0% | $16,551-100.0% | - |