Your plan tells a story. We make it an easy read.

Plan Health Dashboard

In a single glance, your new Plan Health Dashboard brings meaningful data and actionable items together onto one screen. Starting with a Plan Summary, easy infographics show you where your plan is today. Together, we can dig a little deeper and identify ways to help your participants improve their retirement readiness.

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Screenshot of enrolled participants

How many are participating?

  • Status, age
  • New enrollments

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  • Participant demographics
  • Gender (male/female)
  • Online enrollment
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What your participants are contributing screenshot

How are they saving and investing?

  • Average account balance
  • Average contribution

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  • Historical trends
  • Percent of participants with YTD increased contributions
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Retirement readiness screenshot

How many are ready for retirement?

  • Number of participants with online account
  • Number of participants with a retirement goal
  • Number of participants ready for retirement
  • Plan-level Peer Comparison

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    Magnifying glassDig deeper
  • Identify opportunities to engage employees and participants
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