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Transform census data into engagement strategies
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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.

How It Works
1
๐Ÿ“„ Upload Census
CSV or Excel from any recordkeeper. Census(k) auto-detects columns. Data never leaves your browser.
2
๐Ÿ” Review Mapping
300+ column aliases recognized. Review auto-detected fields, adjust if needed, confirm with one click.
3
โš™๏ธ Configure Match
Define employer match โ€” Safe Harbor, Enhanced, QNEC, or custom tiers. Select analysis year.
4
๐Ÿš€ Generate Analysis
Segment participants, quantify missed match, identify HENRYs, run gap analysis, build campaigns.
๐Ÿ’ฐ
Missed Match Recovery
Quantify exactly how much each participant leaves on the table โ€” ranked by dollar impact. The single most compelling outreach message.
Per-participant $ amount Required deferral rate
๐Ÿ’Ž
HENRY & HNW Pipeline
Auto-flag High Earners Not Rich Yet and HNW referral candidates. Map the conversion funnel from census data to advisory relationships.
HENRY โ†’ Wealth Builder โ†’ HNW Comp + balance scoring
๐Ÿ“ฌ
Persona-Specific Campaigns
13 RIA-quality email templates across 5 personas โ€” with subject lines, body copy, and calls to action referencing specific IRS code sections and SECURE 2.0 provisions.
5 personas ร— 2-3 templates Compliance-aware copy
๐Ÿ“…
12-Month Campaign Calendar
Complete communication cadence โ€” webinars, emails, flyers, 1-on-1 outreach organized by quarter and mapped to specific persona segments.
Monthly touchpoints Segment-targeted
5-Persona Segmentation Model
๐ŸŒฑ
Young Accumulators
Under 35
Early-career participants building habits. Often under-saving and missing employer match.
โ–ธ Match awareness + auto-escalation
๐Ÿก
Mid-Career Savers
Ages 35โ€“49
Balancing competing priorities โ€” mortgage, college, retirement. Need optimization strategies.
โ–ธ 1% increase campaigns + check-ins
๐Ÿ’Ž
HENRYs
High comp + under-saving
High Earners, Not Rich Yet โ€” earning above HCE threshold but not converting income to wealth.
โ–ธ Advisor intro + Roth optimization
โ›ฐ๏ธ
Wealth Builders
Top comp + high deferral
High-achieving savers near IRS limits. Prime prospects for financial planning.
โ–ธ Advisor pipeline + tax optimization
๐ŸŒ…
Pre-Retirees
Age 50+
Approaching retirement. Eligible for catch-up contributions. Focused on income planning.
โ–ธ Catch-up + super catch-up education

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 ColumnSample ValueMaps ToConfidence

โš™๏ธ Plan Rules Configuration

Define the employer match formula. This is crucial for accurately calculating "Missed Match" opportunities.

๐Ÿ“Š Current Configuration

No configuration saved yet. Use the sidebar to set your plan rules.

๐Ÿš€ Ready to Analyze

Your census data and plan rules are configured. Launch a comprehensive analysis.

๐Ÿ“Š

Smart Segmentation

5 behavioral personas based on age, comp, and savings.

๐Ÿ’ฐ

Match Optimization

Precise "Missed Match" dollar calculations.

๐ŸŽฏ

HENRY Pipeline

High Earners Not Rich Yet โ†’ advisor engagement.

๐Ÿ“‹

Campaign Ready

13 persona-specific templates + 12-month calendar.