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 9-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.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC6 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $8,776 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,714 | $79,944-46.6% | $98,439-56.6% | $75,163-43.2% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.2%-15.2pp | 67.2%-7.2pp |
| Annual return | 15.43% | 19.75%-4.3pp | 21.16%-5.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,370 | $2,264+48.9% | $3,048+10.6% | $2,670+26.2% |
| Participant deferral / active EE | $6,883 | $3,752+83.4% | $4,738+45.3% | $4,125+66.9% |
| Admin fee / account holder | $111 | $6,840-98.4% | $8,948-98.8% | $5,651-98.0% |