401(k)’s Premier Data Visualization Experience!

 

Your entire book of business at your fingertips.

With just a click, you may isolate a plan or plan(s) for comparison or inspection. PartnerLens allows you to easily identify:

  • Plans with low participation and/or low retirement income replacement projections 

  • Participants who are not properly diversified  

  • Non-participating, eligible employees 

PL Callout 1.jpg
PL Callout 3.png

All data is refreshed nightly, and you may easily export any table or chart for further investigation or action. You may also filter your book of business through common “show me” selections to quickly discover areas for improvement.