Driving actionable insights for sponsors with Planalytics

Planalytics is a dynamic reporting tool that offers comprehensive updates on plan performances, including data-driven insights to drive better plan outcomes and member experience.

These reports:

Provide meaningful, actionable metrics

Drive better outcomes for your plan members

Help you make data-driven decisions about your plan

The report includes:

  • Detailed reporting structure
  • Sections to help drive better outcomes
  • Metrics to support best in class plan management
  • Simple and intuitive visuals

Key highlights

Some of the features you will find throughout the report include:

Plan summary page

Sample of a Plan summary page report showing 3 pie charts and one bar graph.

Member Engagement

Sample image of a Digital engagement report showing various tables.


Sample image of a Decumulation report showing 3 pie charts and two tables.

For more information about Planalytics, please contact your Group Retirement Services representative.