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 | $31,739 | $74,888-57.6% | $71,209-55.4% | $142,382-77.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.99% | 345.14%-324.2pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $13,578 | $2,854+375.7% | $2,721+399.0% | $4,299+215.8% |
| Participant deferral / active EE | $24,369 | $4,454+447.1% | $4,175+483.7% | $6,507+274.5% |
| Admin fee / account holder | $211 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |