ONECLICK DASHBOARD
PLAN DETAILS
Favorites
Age
Participation YTD
Savings rate election
Fund ownership counts
Participation rates
Savings rate elections
Employee success factors
My Retirement Progres
Employee account balance
Advice/managed account status
Participation YTD
Those not contributing
Savings rate election
Savings rate election < 5%
Median employee contributions YTD
Auto enrollment utilization
Auto savings increase utilization
Default investment utilization
Target date fund utilization
Median number of investments
Fund ownership counts
Employee demographics
Generation
Age
Age 55+
Tenure
New hire
Salary
Employee status
Division
Persona
Using PCRA
Plan activity
Plan account balance
Terminated employee balance
Management account activity YTD
Plan contributions YTD
Maxed EE contributions YTD
Loans
Distributions YTD
Plan asset allocation
Plan position allocation
Plan contribution type allocation
Plan cashflow YTD
Fees YTD
Investment vs. value YTD
Performance
Plan trends
Participation rates
Savings rate elections