planDEMOGRAPHICS Analytic Categories

planDEMOGRAPHICS™ contains a library of plan and investment population analtyics covering the following categories...

Plan Highlights...
Summarizes key plan performance information and statistics.

Plan Performance...
Includes several measures of how well participants are performing in the plan over various time periods.

Plan Allocation...
Includes several measures of how plan assets are broken-down across funds, asset classes and age group vs. asset allocation.

Plan Balance & Activity...
Summarizes historical valuation and balance activity of the entire plan.

Participant Account Details/Drill-down...
Sort all plan participants by name, personal rate of return, balance, and largest holding. Drill-down to account details