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:

  • Overall plan financials
  • How members are engaging with us
  • Number of members who made an active fund selection (versus defaulting)
  • Number of members missing beneficiary information
  • Metrics by investment product
  • Percentage of members invested in different fund types
  • Where members are investing broken down by age group
  • Percentage of members invested in the appropriate target date fund
  • And so much more! 

Here’s what the reports will look like*:

Planalytics™ Dashboard
(three-month view)

Planalytics 2020 Dashboard

Planalytics™ Review
(year-to-date view)

Planalytics 2020 Review

Planalytics™ Analysis
(rolling 12-month view)

Planalytics 2020 Analysis

*Frequency of distribution may differ and fees may apply


To learn more about Planalytics™, please contact your Sun Life Group Retirement Services representative.