Retirement Plan Research Services: Participant Platforms

Learn the latest innovations in digital participant experiences to drive better retirement outcomes.

Retirement Plan Monitor shows you how to create a best-in-class digital participant experience to encourage better retirement outcomes.
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How Retirement Plan Monitor Gives You a Competitive Edge

Our survey-backed research shows you the tools and data that leading retirement firms use to create best-in-class participant experiences. Retirement Plan Monitor gives you an authentic look at participant platforms from leading firms. 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 in the retirement space.

The Value in Our Deliverables for Retirement Plan Monitor

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Competitive Analysis Reports

Monthly reports focus on a key aspect of the retirement plan participant digital journey. These reports benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.
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Monthly Updates

Keep your finger on the pulse of the retirement plan industry with monthly updates that track all changes to your competitors’ digital experiences. We review participant platform capabilities in real time, showing you the revamps, tools and account management changes as they happen.
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Competitor Capabilities

Whether you need a point-by-point comparison of the industry across hundreds of categories or full videos of competitors’ authenticated site capabilities, we have you covered. Discover which firms offer each feature and watch videos to see how these capabilities function and change over time.
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Dedicated Analyst Support

Retirement Plan Monitor analysts provide personalized support to help you dig deeper into our research. Have an ad-hoc question about a competitor’s digital experience? We’re here to give you an edge.
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Retirement Plan Monitor: The Evolution of Homepages and Dashboards

The participant site homepage has evolved dramatically over the past decade, with recordkeepers reimagining these pages in response to shifting participant expectations, technological advancements and new legislation. This report provides a longitudinal analysis of how recordkeepers’ participant site homepages evolved from December 2013 through December 2025.

Access the sample Retirement Plan Monitor 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.

Retirement Industry Insights

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