Retirement Plans Industry Competitive Intelligence – Participants

Retirement Plan Research Services: Participant Platforms

Learn the latest participant experience innovations to drive better retirement outcomes.

The Retirement Plan Monitor monthly subscription shows you how to create a best-in-class digital participant experience to encourage positive savings behaviors.

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How Retirement Plan Research Services: Participant Platforms Gives You an Edge

Our survey-backed research helps you exceed the growing expectations of digital-first participants through an authentic look at the participant platforms at leading retirement firms, analyzing

everything from mobile investment transactions to financial wellness tools. We can show you the features and capabilities that will help drive employees’ engagement with their retirement plans.

The Value in Our Deliverables for Retirement Plan Research Services: Participant Platforms

Experience Reports

Dive deep into monthly qualitative reports that each focus on a key aspect of the retirement plan participant digital journey. Reports benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.

Digital Strategy 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 that deserve your attention.

Competitor Capabilities

Whether you prefer a side-by-side matrix comparing industry leader capabilities across hundreds of data points or full videos of the participant site capabilities of each competitor, we have you covered. Find out which firms offer each feature, then watch videos of how these capabilities have changed over time.

Dedicated Analyst Support

We provide personalized support from our dedicated team of Retirement Plan Research Services analysts to help you dig deeper into our research. Have an ad-hoc question about a competitor’s participant offerings? We’re here to give you an edge.

Retirement Plan Monitor: Comparative Analysis Report – Mobile Investment Transactional Capabilities

The ability to manage investments is a central component of the digital participant experience. Our DC plan participant survey—which served as the backbone of our 2016 syndicated study, Satisfying Today’s Retirement Plan Participant—showed that this is true for both participants sites and mobile apps.

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Success story

Following a recent iteration of our annual year-end Monitor Awards report—where we highlight the best retirement plan resources and features in the online defined contribution plan participant space—a large recordkeeper that won numerous awards wanted to know how it could position itself to close competitive gaps and win more awards the following year. The Retirement Plan Research Services team ran a custom DC Plan Participant Audit to benchmark the client against all firms that scored higher in the report. Using these details, our team assembled detailed recommendations for priority site features, which the client used to inform its strategic planning for the following year.


Stock Plan Services Industry Competitive Intelligence

Stock Plan Services Industry Competitive Intelligence

Improve member engagement and discover digital best practices and innovations.

The Health Plan Monitor monthly subscription provides an authentic, first-hand analysis of leading health insurers’ digital, web, and mobile customer experiences.


What is a Monitor?

Our Health Plan Monitor research service examines the digital member experience of the leading health insurance firms, providing subscribers an authentic, first-hand analysis of the industry’s online capabilities. Areas covered include account management, billing, claims, tools and calculators, product features, mobile capabilities, social media strategy, educational content and wellness programs. By leveraging our competitive intelligence methodology perfected in financial services, we help to improve the relationship between

health insurance firms and their members.

Like our other Monitor services, Health Plan Monitor tracks the daily member experience at the leading healthcare insurance firms to determine emerging best practices. We keep our clients attuned to the pulse of the industry, highlighting important developments and the latest trends to encourage proactive member engagement.

Medicare Industry Research Deliverables

Experience Reports

Dive deep into detailed monthly reports that focus on one aspect of member experience. Reports benchmark industry leaders by grading each firm analyzed on best practices, leadership examples, and proprietary platforms.

Digital Strategy Updates

Stay ahead of the curve with updates that cover changes to the digital experiences of your competitors. Includes: reviews of public and member-only site capabilities, revamps, new tools, campaigns, messaging and more.

Competitor Capabilities

Gain insights through sideby-side comparisons or each firm’s website and mobile capabilities and quickly understand how digital member experiences differ. The matrix features over 800 data points for each firm tracked.

Analyst Support

Personalized support from Health Plan Monitor analysts allows for ad-hoc research requests and open communication. Get the most out of the Health Plan Monitor service and stay ahead of your competition.


Benefits Resources Industry Competitive Intelligence

Benefits Resources Industry Competitive Intelligence

Improve member engagement and discover digital best practices and innovations.

The Health Plan Monitor monthly subscription provides an authentic, first-hand analysis of leading health insurers’ digital, web, and mobile customer experiences.


What is a Monitor?

Our Health Plan Monitor research service examines the digital member experience of the leading health insurance firms, providing subscribers an authentic, first-hand analysis of the industry’s online capabilities. Areas covered include account management, billing, claims, tools and calculators, product features, mobile capabilities, social media strategy, educational content and wellness programs. By leveraging our competitive intelligence methodology perfected in financial services, we help to improve the relationship between

health insurance firms and their members.

Like our other Monitor services, Health Plan Monitor tracks the daily member experience at the leading healthcare insurance firms to determine emerging best practices. We keep our clients attuned to the pulse of the industry, highlighting important developments and the latest trends to encourage proactive member engagement.

Medicare Industry Research Deliverables

Experience Reports

Dive deep into detailed monthly reports that focus on one aspect of member experience. Reports benchmark industry leaders by grading each firm analyzed on best practices, leadership examples, and proprietary platforms.

Digital Strategy Updates

Stay ahead of the curve with updates that cover changes to the digital experiences of your competitors. Includes: reviews of public and member-only site capabilities, revamps, new tools, campaigns, messaging and more.

Competitor Capabilities

Gain insights through sideby-side comparisons or each firm’s website and mobile capabilities and quickly understand how digital member experiences differ. The matrix features over 800 data points for each firm tracked.

Analyst Support

Personalized support from Health Plan Monitor analysts allows for ad-hoc research requests and open communication. Get the most out of the Health Plan Monitor service and stay ahead of your competition.


Retirement Plan Research Services: Sponsor Platform

Retirement Plan Research Services: Sponsor Platform

Transform your website into a usable yet comprehensive resource for your plan sponsors.

The Retirement Plan Monitor – Institutional monthly subscription 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 Research Services Gives You an Edge

Our survey-backed research helps you give sponsors the tools and data they need to effectively administer their plans and better understand and serve employees. We give 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.

The Value in Our Deliverables for Retirement Plan Research Services: Sponsor Platforms

Experience Reports

Dive deep into monthly qualitative reports that each focus on a key aspect of the retirement plan sponsor digital journey. Reports benchmark industry leaders with ratings that assess best practices and critique aspects including usability, navigation and personalization.

Competitor Capabilities

Drill down through the details with our side-by-side matrix comparing industry leader capabilities across hundreds of data points. Find out which firms offer each feature, and discuss them with our analysts.

Dedicated Analyst Support

We provide personalized support from our dedicated team of Retirement Plan Research analysts 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.

Institutional Survey Report – Plan Sponsor Websites: Perception and Engagement

This Institutional Report summarizes and analyzes data from our 2019 DC Plan Sponsor Survey. Overall, sponsors’ satisfaction with websites is relatively high, but room for improvement remains in certain categories.

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Success story

A large recordkeeper was interested in making upgrades to its sponsor site alerts/notifications system and contacted CI’s Retirement Plan Research Services team for assistance. We set up a meeting to review a recent Retirement Plan Monitor – Institutional report that we wrote on the subject, which took a deep dive into the ways that an effective suite of alerts can enhance the plan sponsor digital experience. The client was particularly interested in how the use of icons and other attention-grabbing features can help sponsors prioritize and identify which alerts require immediate action. We were able to show the recordkeeper which competitors in our coverage group offer the strongest alerts systems and direct them to detailed experience profiles within the report for screenshots.