Every person in Wallet1000 needs to be associated with a group and all reporting and metrics can be viewed on a group-by-group basis.

Group Index

The group index shows a list of each of your clients and as well as a few metrics.

Group Metrics

On the group index page you can see a few of the higher-level group metrics and compare groups at a glance.

Total People

This is the number of people in the system who have either created an account themselves or been added by you.

Live People

This is the number of people in the group who have accessed their Wallet1000 account.

People Engagement

The people engagement rate (PER) measures the number of people in a group 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 people engagement rate is larger over longer time periods (e.g. annual engagement rate will be larger than quarterly engagement rate).

Retirement Readiness

The number of people 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.