Data matters. It drives decisions, delivers answers, and prompts action. 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.
The dashboard harnesses the power of Plan Analytics to deliver 35 key metric tiles organized across three categories—employee success factors, employee demographics, and plan activity. 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.
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 that data you're viewing. To explore the metric data, click the + icon. This takes you to the recommended default report page, 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.
Making data easier to access is what the Plan Health Dashboard is all about. It puts you in charge of your plan’s data. Get started today. Make tomorrows brighter.