Turn Census Data into Engagement Strategy
Campaign(k) analyzes your 401(k) census to segment participants into behavioral personas, surface missed-match opportunities, and generate targeted communication campaigns โ all in seconds.
Review Field Mapping
We read 0 columns from your file. Here's what Census(k)'s engine auto-detected โ review the mapping and fix anything that looks wrong. Fields marked with โ are required.
| Your Column | Sample Value | Maps To | Confidence |
|---|
โ๏ธ Plan Rules Configuration
Define the employer match formula. This is crucial for accurately calculating "Missed Match" opportunities.
No configuration saved yet. Use the sidebar to set your plan rules.
๐ Ready to Analyze
Your census data and plan rules are configured. Launch a comprehensive analysis.
Smart Segmentation
5 behavioral personas based on age, comp, and savings.
Match Optimization
Precise "Missed Match" dollar calculations.
HENRY Pipeline
High Earners Not Rich Yet โ advisor engagement.
Campaign Ready
13 persona-specific templates + 12-month calendar.