You already offer financial wellness. Does anyone use it?
Money stress follows people to work, and most financial benefits go unused because getting help feels like being sold to.
Savology gives every employee a personalized report card in three minutes and a complete plan in ten. No enrollment meeting, and no employee financial data for you to hold.
Why HR leaders choose Savology
Three minutes to value
No enrollment meetings, no statement uploads. Employees answer a few questions and walk away with a real plan the same day you launch.
Private by design
Each employee's plan is their own. Your organization never sees or stores anyone's personal financial information.
Every employee, not just executives
Planning help usually reaches the people who need it least. Savology works for the whole org chart, at every income level.
Human help, when you want to include it
Plans can be upgraded to include real people: an fpGuide™ who works through an employee's actual numbers, a Savologist™ for coaching and accountability, or sessions with a CFP® professional. Add it for everyone, or let employees upgrade themselves.
Vetted providers, not a directory dump
When an action item calls for a product or a professional, employees are pointed to providers we've vetted: their choice, never a requirement, and never a referral you have to administer.
More than 100,000 households have planned with Savology. The platform includes 19 planning modules and 18 literacy courses across 60 lessons. Source: Savology platform data, August 2026.
We never sell or list your people.
Savology can also connect a household with a vetted financial professional for a free consultation, at no cost and no obligation to them. Whether that is part of your program is your call, and we would encourage it.
The professional pays us for the introduction, never your employee. Your roster is never sold, listed, or used as a source.
How we enforce it, and what we audit →What your employees see.
Your company's name over the same three-minute survey, ending on the report card each employee walks away with. Nothing for HR to administer, and no financial details ever come back to you.
Employees tap through in about three minutes
Your masthead over Savology's engine: tap-only answers, no documents, no account linking, and nothing for your benefits team to run.
Every employee gets graded, privately
A full report card across their whole financial life, A to F, seen only by them. You see participation and aggregate outcomes, never anyone's finances.
The benefit keeps working after enrollment
Each employee leaves with a personalized plan and prioritized action items, plus the education library behind it, so the value lands well past open enrollment week.
Frequently asked questions
Can our employees be introduced to a financial professional?
Only if you want that for them, and it is your call. Where you include it, an employee who has built a report card can be connected with a vetted professional for a free consultation, at no cost and no obligation to them. We would encourage it: one professional at a time, exclusively, with their own consent and a real need their report card shows. When someone accepts, their profile and report card go to that one professional and their account moves into that professional’s organization. Your roster is never sold or listed either way, and the professional pays us, never your employee.
What do employees actually get?
A personal financial report card in about three minutes, letter grades across retirement, savings, insurance, debt, and estate planning, and a complete personalized plan in about ten, with prioritized action items to raise every grade.
What does our organization see?
Aggregate participation only, how many employees have built report cards. Individual finances are never visible to or stored by your organization; each report card and plan belongs to the employee alone.
Can employees get help from a real person?
Yes. The report card and plan are self-serve, and plans can be upgraded to include human help: an fpGuide™ who works through an employee's actual numbers, a Savologist™ for guidance and accountability, or sessions with a CFP® professional. An advisor introduction is the one thing an upgrade never switches on. Your roster is never a source, and the only way one of your people is introduced is if they ask for it themselves.
What does launching require?
A link. There are no payroll integrations, no SSO projects, and no data feeds, announce it in a benefits newsletter or team meeting and employees have a personal result the same day.
How should we measure success?
Four things: activation (share of employees with a report card), completion time, repeat engagement (re-grades), and spillover into the benefits you already offer: retirement plans, insurance options, and HSAs.
The State of Household Finances
We graded 58,406 households. The gaps cluster where nothing in ordinary life prompts anyone to act: estate documents, retirement pacing, and disability coverage. All of it reported in aggregate, never per employee.
Savology is run by Brian Case, a Certified Financial Planner® with three decades in the industry. He built and sold his own advisory practice before taking over Savology.
He still holds his CFP®, and he sets the rule that your employees’ financial details are never reported back to you, only aggregates. That line is drawn by a planner, not a marketer.