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The Plan Health Dashboard allows you to:  

 > Click on each icon below to learn more

Set goals and target 

actions that can help improve 

plan engagement

Track progress and 

identify trends within 

your plan 

Refine reporting metrics 

to create a customized 

plan view 

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Track progress and 

Set goals and target 

Refine reporting metrics 

 > Click on each icon below to learn more

The Plan Health Dashboard allows you to:  

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* Some metrics may not be readily available or will require additional data to populate

• Retirement Readiness

Financial Well-being

• Service Channel Engagement

Employee Engagement Plan Health

• Enrollments and Active Participation Trend

You will have the option to select from the below metrics* to include on your dashboard. 

Refine reporting metrics to create a customized plan view

That’s why our new Plan Health Dashboard, available on SponsorFIT®, is designed to help you discover and define it on your own terms. 

Plan health is  different 

Financial/Transaction

The Plan Health Dashboard is the next step in evolving your experience, creating a unique opportunity to develop collaborative strategies that will leverage key insights to better define plan goals and actions. 

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