In 2025, we remained committed to delivering research-grade, timely, accurate, and actionable data across the defined contribution (DC) market. These key enhancements underscore our commitment to innovation—bringing sharper insights, better outcomes, and greater opportunities.
Why MarketPro Retirement Stands Out
MarketPro Retirement continues to lead in analytical depth and historical tracking, offering unparalleled visibility into:
- Investment menu composition and performance
- Service provider dynamics
- Fee structures and trends
- Plan-level behaviors and market shifts
These insights empower our clients to make smarter decisions, identify growth opportunities, and stay ahead of market trends.
Key Enhancements in 2025:
Unmatched Data Quality
- Eight consecutive years of full DC plan coverage. Our team processed over 63,900 filings, representing investment menu data across nearly $8 trillion in assets.
- Addition of Schedule R Data, showing 600k+ plan Recordkeepers.
Advanced Machine Learning & Predictive Analytics
- Short-Form Plan Scores. A new scoring system to estimate growth potential and plan health for small plans—ideal for opportunity targeting and comparative analysis.
- Fund Rationalization Model. A proprietary machine-learning tool that predicts the likelihood of fund removal based on plan-specific and fund-specific factors.
Advisor Intelligence & Prospecting Tools
- Advisor Profiling. Deep advisor-level insights including licenses, registrations, education, and affiliations, via a direct integration with MarketPro powered by Discovery Data.
- Enhanced Prospecting Tools. Integrated UI features like the Advisor Playbook, Compass, and Research & Analysis modules for plan, advisor, and fund-level targeting.
Performance & Usability
- Improved system responsiveness and speed.
- Increased export limits and faster downloads for more efficient workflows.
Looking Ahead to 2026
As we move into 2026, we remain focused on innovation, accuracy, and client success. Please contact our sales team to learn more.
