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.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC1+ years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $5,494 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,314 | $29,546-95.6% | $56,441-97.7% | $77,671-98.3% |
| Participation rate | 82.5% | 32.7%+49.8pp | 52.5%+30.0pp | 70.6%+11.9pp |
| Annual return | 0.00% | 19.01%-19.0pp | 1704.21%-1704.2pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,087 | $1,061+2.5% | $1,953-44.3% | $4,648-76.6% |
| Admin fee / account holder | $20 | $1,046-98.1% | $2,829-99.3% | $430-95.4% |