Planalytics™ gives you important information to support your ongoing review of your workplace retirement savings plan.
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!
Types of reports include*:
- 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, check out our Planalytics™ webpage or contact your Sun Life Group Retirement Services representative.
