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, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $23,843 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,198 | $130,194-66.1% | $169,993-74.0% | $71,457-38.1% |
| Participation rate | 82.4% | 86.1%-3.7pp | 87.0%-4.6pp | 67.9%+14.5pp |
| Annual return | 21.82% | 20.37%+1.5pp | 53.37%-31.6pp | 28.85%-7.0pp |
| Employer contribution / active EE | $3,686 | $4,381-15.9% | $6,785-45.7% | $2,588+42.5% |
| Participant deferral / active EE | $7,570 | $6,923+9.3% | $10,408-27.3% | $4,289+76.5% |
| Admin fee / account holder | $95 | $966-90.2% | $12,815-99.3% | $1,587-94.0% |