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, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $52,587 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,834 | $102,553-65.1% | $151,611-76.4% | $66,914-46.4% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.5%-87.5pp | 69.8%-69.8pp |
| Annual return | -14.49% | -10.82%-3.7pp | 3.33%-17.8pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,665 | $4,180-36.3% | $6,166-56.8% | $2,544+4.7% |
| Participant deferral / active EE | $4,281 | $6,641-35.5% | $8,363-48.8% | $4,237+1.1% |
| Admin fee / account holder | $206 | $630-67.3% | $11,616-98.2% | $593-65.3% |