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Manage your plan with more precision

Discover the new plan performance dashboard and report.

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Review plan performance all in one place

To manage your plan effectively, you need quick access to the right data. But sorting through it all can take time.

That’s why we’ve enhanced your digital experience with 2 new tools: the plan performance dashboard and plan performance report. These features offer a clear view of your plan’s health, so you can act faster and support participants with confidence.

Plan performance dashboard

Monitor key metrics at a glance, such as new enrollments and average balance

Track participant engagement and digital adoption

Identify quarter-over-quarter trends and opportunities for improvement

Plan performance report

Accessed from your plan performance dashboard, this report is an on-demand resource designed to simplify plan reviews while providing a clear and in-depth view of your plan.

How to access plan performance tools

To access your plan performance dashboard:

  1. Log in to your account.
  2. Navigate to the Plan performance overview tile.
  3. Select Plan performance at the bottom-right corner of the tile to open the plan performance dashboard.

To generate a plan performance report, select Create plan performance report from the dashboard page.
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You can monitor your plan’s progress by reviewing the trending data section at the end of the plan performance report. It provides quarter-over-quarter comparisons for key metrics such as assets, participants, distributions and loans, helping you understand how your plan is evolving over time.

You can sort your data into the following time frames:

  • Quarterly: Snapshot as of quarter-end; includes transactions from the first day to the last day of the quarter
  • Annual: Covers the full plan year; snapshot as of prior year-end

You’ll also be able to review data for the previous 5 quarters or 5 years in these categories:

  • Assets
  • Participants
  • Distributions
  • Loans

The following information will be available in your report:

  • Overview: Assets, participants with a balance, new enrollments, contributions, loan payments and rollovers/transfers
  • Participants: Average number of asset classes, with employment status views
  • Contributions: Salary contributions, rollovers and transfers
  • Distributions: Withdrawals, rollovers out and transfers out
  • Loans: Active balances, counts, disbursements and payments
  • Assets: Allocation, balances, fund type trends and age views
  • Optional strategies: Roth and SDBA usage (it will show $0 if not applicable)
  • Plan enablement: Features such as e-delivery, auto increase, Roth and Nationwide ProAccount®
  • Digital adoption: My Income & Retirement Planner® onboarding percentage, average chance of success
If you have any questions, contact your dedicated retirement consultant or call our service team at 1-877-496-1630.