iJoin makes your plan metrics easy to understand and act on.
iJoin’s Dashboard shows you performance data across all plans and participants. The easy-to-understand interface and visualizations make these metrics natural to process at a glance, and therefore immediately useful to you. You can see data trends on participation, savings rates, savings success (i.e. progress towards goals), and more.
Reports to plan sponsors and participants bring your message home with clear, simple summaries of their plan health and plan success.
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View and report on key plan success metrics
Employee pool participation
Success by age group
Participation by age group
Performance by age group
Percent maximizing match
Investment analysis
Impress your clients by speaking directly to their goals with expert insight.
When you leverage iJoin’s data-driven recommendations, you can that speak directly to the goals of your clients. iJoin’s information is exportable, making it immediately useful in building meaningful performance reports and logical action plans. Serving your clients with this level of insight and service can elevate your value.
Quickly identify:
Those who need your help most, using real-time gap analysis
Plan success metrics to share with plan sponsors
Performance trends that drive plan design and consulting recommendations
iJoin is a better way to communicate plan success metrics.
Talk to us about how you can leverage iJoin to elevate the value of your work.
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