Plan Data Benchmark ReSource
This new Report compares a given plan to its peer group and provides useful planning tips based on the individual benchmark results and other plan characteristics.
The database is updated monthly and provides comparisons to the plan's peer group based on industry type and plan size.
Create your own custom peer group based on selection criteria with our Premium Subscription.
The database currently includes 176 peer groups. Click here to learn more
and click here to download a sample Benchmark Report
and click here to download a sample Plan Report.
Click here for a short demo of our operational benchmark reports.
Advantages for your client service and business development efforts:
- Show your expertise in new and existing client meetings with valuable operational insight about their plan.
- Report contains up to 25 suggestions for specific improvements to the plan based on current plan design and operation.
- Provide an ongoing scorecard to current clients as a unique 'value-add.'
- Comparisons to eight highly relevant metrics
- Comparisons to key metrics reported in large colorful gauge graphs providing quick insight into a plan's operational performance
- Reports are customizable by selecting color scheme and uploading logo (requires two-user subscription)
- The report is delivered as a Microsoft Word file so the report may be further customized after it is generated
- Once generated, the report is delivered automatically to the user via email attachment
Premium Subscription Available:
- The premium subscription allows batch processing of Benchmark Reports as well as report customization.
- Just upload a spreadsheet and the system will generate Benchmark Reports for all plans on the spreadsheet.
- Provide us with your logo and preferred color scheme and will customize your report.
- Export your Benchmark Reports to your sponsor portal (if your portal vendor has the capability).