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Small Business Annual Retirement Trends Survey 2024

By ShareBuilder 401k

This bi-annual survey looks to monitor trends in small business retirement beliefs, situation, and considerations as well as current economic and market conditions impacting small businesses in America.

The ShareBuilder 401k Survey was conducted by Wakefield Research, and independent researcher, among 500 US small business owners at companies of 1 - 50 employees, between April 19th and 24th, 2024, using an email invitation and an online survey. The sample was selected to be representative of the small business landscape in the US, with businesses from various industries and geographical locations, with a split of 53% male and 47% female business owners.

ShareBuilder 401k clients are not part of this research unless they are randomly a part of the 500 US small business owner sample.

ShareBuilder 401k Survey
Wakefield Research
April 2024

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Results of any sample are subject to sampling variation. The magnitude of the variation is measurable and is affected by the number of interviews and the level of the percentages expressing the results. For the interviews conducted in this particular study, the chances are 95 in 100 that a survey result does not vary, plus or minus, by more than 4.4 percentage points from the result that would be obtained if interviews had been conducted with all persons in the universe represented by the sample.

Please contact 401kpros@sb401k.com if you have questions regarding this research.


Meet the Author

Our low-cost 401k plans are easy to setup online and are supported by our 401k advisors and specialists. ShareBuilder 401k serves small business and medium-sized companies, as well as the self-employed. We offer Roth 401k, Safe Harbor 401k, Traditional 401k, and Solo 401k options. Your 401k plan is paired with investment management expertise and employee education to help you save more.