Use Plan Analytics to evaluate your retirement plan.

Plan Analytics is a web-based tool that allows you to drill down into your plan data and analyze participant characteristics and transactions. This powerful software gives you timely, meaningful information to help manage your plan. Reports can be exported to Excel for further analysis, printed, or saved and viewed online.

With Plan Analytics you can explore:

  • The median age, tenure, and savings rate of plan participants
  • Which participants are not contributing a sufficient percentage of pay to qualify for the employer match
  • Which participants, by age, are in each target date fund
  • Which participants are taking loans
  • The loan default rates
  • The dollar amounts of employee contributions by type and source

For more information, contact your Schwab Retirement Plan Services, Inc. representative.

We’ve created four videos that demonstrate how to use Plan Analytics and its features.