In 2020, we launched Planalytics, a detailed report providing the data you need to maximize your workplace savings plan. This year, we’re excited to introduce a redesigned version that offers you more insightful and dynamic reporting.

The newly designed reporting structure aims to highlight key results, drive actionable insights, and suggest actions you can take to support the ongoing review of your workplace savings plans.

We’ve listened to your feedback and carefully designed the new version of the report to address previous challenges and drive positive results.

What’s New?

  • Detailed reporting structure
  • Sections to help drive better outcomes
    • Sponsor / Plan one-page summary
    • Decumulation
    • Cashflow statement view
    • Interfund movements
  • Metrics to support best in class plan management
    • Plan level KPIs with benchmark
    • Digital engagements
    • Industry benchmarks
  • Simple and intuitive visuals

Planalytics will continue to be available in the following formats:

  • Action Dashboard (three-month view)
  • Plan Review (year-to-date)
  • Plan Analysis (rolling 12-month view)

To learn more, watch our Planalytics video and visit our webpage.


Contact your Group Retirement Services representative.