Provide meaningful,
actionable metrics
Drive better outcomes for your plan members with Planalytics™
Planalytics™ gives you the data you need to maximize your workplace retirement savings plan. It helps you go from “I think” to “I know.”
These reports:
Provide meaningful,
actionable metrics
Help you make data-driven decisions about your plan
Drive better outcomes for your plan members
Here are just some of the metrics provided in the reports:
Here’s what the reports will look like*:
Planalytics™ Dashboard
(three-month view)
Planalytics™ Review
(year-to-date view)
Planalytics™ Analysis
(rolling 12-month view)
*Frequency of distribution may differ and fees may apply
To learn more about Planalytics™, please contact your Sun Life Group Retirement Services representative.