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.


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.