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.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC3 years Service code 27 · EIN 47-4872674 61 W 23RD ST FL 4 · NEW YORK, NY 10010 | Advisory (Plan) | $61,977 |
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 | $29,526 | $50,458-41.5% | $159,960-81.5% | $64,808-54.4% |
| Participation rate | 0.0% | 68.0%-68.0pp | 78.0%-78.0pp | 71.5%-71.5pp |
| Annual return | -14.08% | -13.42%-0.7pp | 408.60%-422.7pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,471 | $1,722-14.6% | $4,226-65.2% | $2,506-41.3% |
| Participant deferral / active EE | $4,203 | $4,004+5.0% | $6,182-32.0% | $4,310-2.5% |
| Admin fee / account holder | $179 | $706-74.7% | $8,698-97.9% | $188-4.9% |