On the group profile page you can see:

• The group’s people engagement rate
• The group’s retirement readiness rate
• The group’s unique URL (this is what you provide to people)
• The employer match percentage
• The percent of the person’s income that the group will match
• The default advisor

Default advisor

Emails that Wallet1000 sends to the person automatically on your behalf, such as the personal finance email courses and the daily/weekly/monthly financial wellness summary emails, are personalized with the name of the advisor associated with the person. When you create a person’s account in the PEP you are set as the advisor. When a person goes to their group’s unique URL and creates an account they are associated with the default advisor set for the group and the communications they receive will show that advisor’s name.

Group Metrics

• Activity

  • A chart of people’s interactions.

• Average Wealth Score

  • Wallet1000’s proprietary financial wellness score incorporates every aspect of each person’s personal finances. Here you can see the average score for the group and its changes over time.

• Tags

  • A summary of tags used on people’s activity.