Enhanced plan sponsor experience

Someone touching a phone screen.


The plan sponsor experience

We deliver essential plan data in a customizable view for you and your plan sponsors. 

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  • benchmark icon
    Streamlined dashboard
  • kpi icon
    Key performance indicators (KPIs)
  • Benchmark icon
  • Content icon
    Featured content and knowledge center

A simplified dashboard allows you to customize your view by dragging and dropping key performance indicator (KPI) widgets to focus on the information you need. Easy access to real-time analytics enable you to take actions that improve plan health and boost participant retirement readiness.

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Get a snapshot of your plan's performance and download for offline viewing. Each performance indicator contains additional, detailed participant data, demographics and trends over time. On-demand access to reliable data and analysis effectively measures plan progress, directs strategy, and helps drive improved results.

Benchmarking helps inform decision-making and determine if the plan is aligned with best practices and competitive intelligence. Choose plan type, participant count, or total balance to compare your plan to the average peer plan.

   benchmarking image for plex

knowledge center screenshot


Rotating content includes:

  •   Up-to-date insights
  •   Thought leadership
  •   Regulatory and compliance alerts
  •   Lincoln updates

Search content related to:

  •   Plan design and compliance
  •   Participant education
  •   Investments
  •   Reporting
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