CI WRITTEN NAME

Retirement Plan Research Services: Sponsor Platform

Transform your platform into a comprehensive resource for your plan sponsors.

Retirement Plan Monitor – Institutional research shows you how to create a best-in-class digital sponsor experience to drive better employee retirement outcomes.
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How Retirement Plan Monitor - Institutional Gives You a Competitive Edge

Our survey-backed research shows you the tools and data that plan sponsors need to effectively administer their plans and better serve employees. Retirement Plan Monitor – Institutional gives you an authentic look at sponsor platforms from leading recordkeepers, analyzing everything from plan health tools and employee engagement to participant search tools and employee management. We show you how leading firms attract new customers, position products and unveil new digital tools and capabilities. Our research team leverages our decades of digital experience, established UX best practices and our diverse panel of account holders to show you how to provide standout online experiences.

The Value in Our Deliverables for Retirement Plan Monitor - Institutional

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Competitive Analysis Reports

Monthly competitive analysis reports focus on a key aspect of plan sponsor digital journeys. These reports benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.
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Competitor Capabilities

Drill down through the details with our side-by-side matrix comparing competitor capabilities across hundreds of data points. Find out which firms offer each feature and see how capabilities change over time.
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Dedicated Analyst Support

Our analysts provide personalized support to help you dig deeper into our research. Have an ad-hoc question about a competitor’s sponsor site offerings? We’re here to give you an edge.
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Retirement Plan Monitor - Institutional - Competitive Research Report

Effective homepage and plan dashboard design is a keystone to delivering easily navigable experiences that facilitate swift administrative action and access to impactful analysis. This report examines the plan sponsor site homepage and plan dashboard experiences from the 14 retirement plan providers in our coverage set.

Access the sample Retirement Plan Monitor - Institutional report.

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What Our Clients Say

“Your analysts do an amazing job to support our team. Very responsive to ad hoc requests. Really value the partnership.”

“I have already used [CI’s research] to help build a new login experience and will continue to review the reports to understand how we stack up to our competitors and determine where we need to make enhancements and differentiate ourselves from the rest.​”

“I love the in-depth reports covering a particular capability. I love the ability to request competitor screenshots from CI.”

“I rate the Corporate Insight team 10 / 10. Experts in their field, and as a one-person team, having them as a resource elevates my own capabilities in so many ways. Grateful for the partnership.”

See the Corporate Insight difference

30 years of customer experience research. Trusted by 78% of the financial services and healthcare firms in the Fortune 100.
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Retirement Industry Insights

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Workplace Finance UX: What Happens in a Financial Crisis?

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