Dashboard & Simulations

Simulation Controls

Adjust parameters to model different retirement scenarios. Use the tabs to navigate sections. Currently editing: Current Plan

Define Employee Cohorts

Specify characteristics for 1 to 5 employee segments for the simulation.

Cohort Name

Number of Agents

Average Age

Average Salary

Average Retirement Balance

Base Plan & Proposed Expense Settings

Define core expense structure and proposed reductions.

Expense Ratio (Control) (%)

Primary expense ratio for the base plan (e.g., 0.75 for 0.75%).

Expense Ratio Reduction (bps)

Reduction from Control Ratio, applied if Treatment Enhancements are active. 100 bps = 1%.

Net Proposed Plan Expense Ratio (%)

0.45%

Calculated: Control Expense Ratio - Reduction. Used if Treatment Enhancements active.

Simulation Results Area

Configure your plan parameters above and click "Run Simulation" to view results here.

Currently viewing settings for: Current Plan

Additional Insights

AI Financial Guidance is now available on its dedicated page. Other dashboard elements could go here.