Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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) | $14,021 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,203 | $82,972-75.7% | $103,374-80.5% | $77,671-74.0% |
| Participation rate | 83.8% | 71.5%+12.3pp | 74.5%+9.3pp | 70.6%+13.2pp |
| Annual return | 20.99% | 19.14%+1.8pp | 24.89%-3.9pp | 31.21%-10.2pp |
| Employer contribution / active EE | $2,823 | $3,554-20.6% | $3,869-27.0% | $2,726+3.5% |
| Participant deferral / active EE | $4,303 | $4,108+4.7% | $5,058-14.9% | $4,648-7.4% |
| Admin fee / account holder | $50 | $639-92.1% | $8,394-99.4% | $430-88.3% |