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Track progress and identify trends within your plan 

Analysis of plan activity and key metrics 

Your trend analysis offers a clear assessment of activity for key plan metrics. You can go deeper in the reporting to spot opportunities for improvement.

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Your trend analysis offers a clear assessment of activity for key plan metrics. You can go deeper in the reporting to spot opportunities for improvement.

Analysis of plan activity and key metrics 

Track progress and identify trends within your plan 

Some examples include: 

Based off the metrics you decide are most impactful, we will develop a strategy together and input into the dashboard. 

Set goals and target actions that can help improve plan engagement

We make it easy for 

Goal 3: Increase online plan engagement 

Goal 2: Increase plan contributions 

Goal 1: Increase plan enrollments  

 online

Managing plan health 

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

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. 

Plan health is  different 

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

Financial/Transaction

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

As a part of your experience, we offer a consultative approach to create a strategy and leverage the plan health dashboard on a day-to-day basis for real-time results and assessment.

We look forward to collaborating with you to improve outcomes for your employees’ future.   

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For Plan Sponsor Use Only. Not for Public Distribution.

This material is general in nature, was developed for educational use only, and is not intended to provide financial, legal, fiduciary, accounting or tax advice, nor is it intended to make any recommendations. Applicable laws and regulations are complex and subject to change. Please consult with your financial professional regarding your situation. For legal, accounting or tax advice consult the appropriate professional.