Every participant in Wallet1000 needs to be associated with a plan and all reporting and metrics can be viewed on a plan-by-plan basis.
The plan index shows a list of each of your clients and as well as a few metrics.
On the plan index page you can see a few of the higher-level plan metrics and compare plans at a glance.
This is the number of participants in the system who have either created an account themselves or been added by you.
This is the number of participants in the plan who have accessed their Wallet1000 account.
The participant engagement rate (PER) measures the number of participants in a plan that you have either had a meeting with, had a phone call with, or have emailed. This defaults to measuring the last 90 days.
The participant engagement rate is larger over longer time periods (e.g. annual engagement rate will be larger than quarterly engagement rate).
The number of participants projected to meet their retirement income goal based on their age, current savings rate, and the number of years until retirement. This uses the “age-based” method of projecting returns.