Light upbeat music plays throughout.
Male narrator: Data matters. It drives decisions, delivers answers, and prompts action
Animated office scene slides in from right. A desk faces a window with a view of a city skyline and a wooded park. A man holding a mug walk in and sits in front of the computer at his desk.
Get quick access to the data you need most with Schwab’s new Plan Health Dashboard—data that helps you understand, monitor, and manage your plan and participants.
Closeup of desktop computer screen shows the Plan Health Dashboard.
The dashboard harnesses the power of Plan Analytics to deliver 35 key metric tiles organized across 3 categories: employee success factors, employee demographics, and plan activity.
Closeup view of relevant tiles as narrator continues. The tiles make it easy to find the data you need to tweak your plan, prove a point, bust a myth, or help tell a story. Simply hover over a tile graphic to get key details.
Mouse hovers over icons to reveal details.
Icons on each tile serve as shortcuts to the data you value most. Use the star icon to mark any tile as a Favorite so it’s easier to get to. The “I” icon defines the metric and helps you understand what data you’re viewing. To explore the metric data, click the plus icon. This takes you to the recommended default report view, where you can see applied filters. To learn more about the available filters, simply hover over them in the menu bar. Click on a filter to customize your data search. From your dashboard, you can drill down to go beyond the numbers and analyze the data, create reports, navigate to other report views using the menu, and export your data to Excel. To view plan trends, simply customize the analysis period.
View goes wide to reveal the man at his computer.
Making data easier to access is what the Plan Health Dashboard is all about. It puts you in charge of your plan’s data.
Man spins around in his chair, gets up, puts his glasses on, and pickup up his smartphone to view the dashboard.
Get started today. Make tomorrows brighter.
To explore the power of Plan Analytics, watch the next video.
Brand music plays.
Own your tomorrow.®
Schwab Retirement Plan Services, Inc. created this communication for retirement plan sponsors and retirement plan consultants, advisors, and other retirement plan service providers and fiduciaries only. Schwab Retirement Plan Services, Inc. is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services.
At the Plan Sponsor’s direction, participants may have access to advice services that can provide a retirement savings and investment strategy for their Plan account, furnished by an independent registered advisor (“Advisor”). The Advisor is not affiliated with or an agent of Schwab Retirement Plan Services, Inc. (SPRS); Charles Schwab & Co., Inc. (CS&Co.), a federally registered investment advisor; or their affiliates. Neither SRPS, CS&Co., nor their affiliates supervise, make recommendations with respect to, or take responsibility for monitoring the advice services provided to the participants by the advisor.
The My Retirement Progress™ percentage is calculated by Schwab Retirement Plan Services, Inc. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results.
Images are for illustrative purposes only and are subject to change.
©2019 Schwab Retirement Plan Services, Inc. All rights reserved. CC2558181(0719-9NUF)