Empower Your Employees To
Reach Their Goals.
Improve Their Finances.
Feel More Confident.
Traditional benefits do not adequately address the financial challenges that your employees face. Savology provides personalized financial planning, tools, and education that actually makes a difference.
90% of employees wish their employer provided financial planning benefits.
75% of employees consider new jobs that offer them free financial advice.
52% of employees reported experiencing financial stress while at work.
The only financial wellness and planning platform your employees need.
By joining our employer program, you’ll be able to provide your employees with the following:
Financial plan and report card
Provide employees a personal financial plan and report card that gives insight and direction into their financial future.
Custom employer activities
Provide custom employer-related activities that integrate additional employee benefits into the overall planning process.
Employees are prescribed next steps and personalized recommendations to make significant financial improvements.
Comparisons and benchmarks
Employees can compare their financial standing to their peers and gain access to nationwide benchmarks.
Live financial professionals
Receive individualized support through live chat or 1-on-1 calls with real financial professionals ready to make a difference.
Literacy resources and tools
Help employees improve their financial literacy with effective tools such as quizzes, calculators, and surveys.
Give your employees what they want and need to be financially secure.
Set and reach goals
Your employees will be able to make important and personal financial decisions with confidence. By knowing exactly what they need to be doing next, your employees will be well on their way to reaching their financial goals.
Track financial progress
Employees can measure their financial progress with access to a holistic report card that grades their financial life across 10+ categories. They’ll also be able to compare their financial progress to their peers and use national benchmarks to see how well they are doing in specific areas of their plan.
Improve financial wellness
Employees will be able to use ongoing financial planning and financial literacy resources. This combination reduces stress, decreases turnover, and improves financial wellness over time.
Affordable for you. Free for your employees.
Financial planning has never been this affordable. Explore our different pricing options below:
Ongoing financial education
Communication materials provided
Employer Admin portal access
Employee aggregate statistics and data
Co-branded landing page
Includes all Savology Free features
Basic platform customizations
Employee access to live chat
Add employer benefits and resources
Full report card unlock
Ongoing employee notification options
$7/month per employee
Includes all Savology Plus features
1-on-1 calls with financial professionals
Onboarding phone support
Customize activities for employers
Free estate planning document
Live personal finance webinars
Advanced unlocks for all employees
Add provider recommendations
$15/month per user
Ready to help your employees?
If you are interested in learning more about how Savology can help your employees improve their financial wellness, fill out the form here and someone from our team will be in touch to set up a demo.