Spectrum Plan Intelligence™ - DC/401k Plan Advanced Analytics.

Built upon Microsoft Azure and Microsoft Power BI, Spectrum Plan Intelligence™ empowers executives to understand better their workforce, workplace retirement plan outcomes, and the potential liabilities from staff delaying retirement. These actionable insights provide immediate ROI, enabling employers to refine retirement plan designs toward more favorable outcomes.

Request Proposal
Spectrum Plan Intelligence Logo

Spectrum Plan Intelligence™ Requirement(s): DC/401k Plan Recordkeeping Spectrum Sponsor Web

Plan Intelligence Advanced Analytics


Our Plan Intelligence advanced analytics tells responsible plan fiduciaries whether plans are meeting key success metrics.

Participation Analytics
Retirement Plan Participation Advanced Analytics
Participation Trends
Retirement Plan Participation Trends Advanced Analytics
Retirement Savings Adequacy
Retirement Plan Savings Adequacy Advanced Analytics