Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

iJoin

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iJoin

iJoin makes your plan metrics easy to understand and act on.

iJoin’s Dashboard shows you performance data across all plans and participants. The easy-to-understand interface and visualizations make these metrics natural to process at a glance, and therefore immediately useful to you. You can see data trends on participation, savings rates, savings success (i.e. progress towards goals), and more.

Reports to plan sponsors and participants bring your message home with clear, simple summaries of their plan health and plan success.

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View and report on key plan success metrics

Employee pool participation

Success by age group

Participation by age group

Performance by age group

Percent maximizing match

Investment analysis

Impress your clients by speaking directly to their goals with expert insight.

When you leverage iJoin’s data-driven recommendations, you can that speak directly to the goals of your clients. iJoin’s information is exportable, making it immediately useful in building meaningful performance reports and logical action plans. Serving your clients with this level of insight and service can elevate your value.

Quickly identify:

Those who need your help most, using real-time gap analysis

Plan success metrics to share with plan sponsors

Performance trends that drive plan design and consulting recommendations

iJoin is a better way to communicate plan success metrics.

Talk to us about how you can leverage iJoin to elevate the value of your work.

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