ONECLICK DASHBOARD
PLAN DETAILS
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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
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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
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Terminated employee balance
Management account activity YTD
Plan contributions YTD
Maxed EE contributions YTD
Loans
Distributions YTD
Plan asset allocation
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Plan contribution type allocation
Plan cashflow YTD
Fees YTD
Investment vs. value YTD
Performance
Plan trends
Participation rates
Savings rate elections
