planDEMOGRAPHICS Analytics: Plan Highlights

Sortable List of Plan Participants, DrillDown to Plan Participant Details

Name:	Sortable List of Plan Participants
Overview:	This analytic lists all participants in the plan and may be customized with different sort parameters. Firms will want to at least use the default Participant Name, PRR (personal rate of return), Age and Balance sorts. Then, drill-down to the details of any participant's personal scenario by clicking on their name link.

PARTICIPANT DRILLDOWN LIST

Lists such as these allow firms to immediately see which participants have the lowest and highest personal rates of return, account balance, etc.