Savology
Financial report cards and personalized plans as an employee benefit
Founded
2019
Starting Price
$0
Category
HR & Recruiting
Last updated September 21, 2026
About Savology
Savology is a financial wellness platform that grades a household's entire financial life in about three minutes and delivers a complete personalized plan in about ten, with no account linking, document uploads, or Social Security number required. Employers offer it as a benefit by sharing a single branded link — there is no payroll integration, SSO project, or enrollment meeting — and the organization only ever sees aggregate participation, never an individual's finances. Plans can be upgraded to include human help from an fpGuide, a Savologist coach, or a CFP professional.
Pros & Cons
Pros
- Employees get a graded result and a plan on day one, which sidesteps the low-utilization problem that sinks most financial wellness benefits
- Rollout is a single link — no payroll integration, SSO project, or enrollment meeting for the benefits team to run
- The employer never sees or stores individual financial data, which removes a real privacy and liability concern from an HR-sponsored money benefit
- Employees introduced through an employer are contractually excluded from the advisor-introduction pipeline unless they opt in themselves
- Free and fully self-serve for individuals, so there is no cost barrier for employees who want to use it outside a sponsored program
Key Features
Three-minute financial report card
A tap-through survey grades retirement readiness, emergency savings, insurance coverage, debt, and estate planning from A to F, with the results emailed to the employee.
Complete personalized plan
The full ten-minute survey produces projections, priorities, and a prioritized action list based on the household's income, goals, and situation.
White-labeled employer experience
Employees see the company's masthead over Savology's survey and report card, so the benefit reads as the employer's without any administration.
Aggregate-only employer reporting
HR sees participation counts and aggregate outcomes. Individual financial data is never visible to or stored by the organization.
Optional human help tiers
Plans can be upgraded to include an fpGuide who works through actual numbers, a Savologist for coaching and accountability, or sessions with a CFP professional.
Financial literacy library
19 planning modules and 18 literacy courses spanning 60 lessons keep the benefit useful long after the initial survey.
Pricing
Individual
$0/month
- Free financial report card in about three minutes
- Complete personalized plan in about ten minutes
- Prioritized action items
- Access to the education library
- Unlimited re-grading as circumstances change
Best For
Replacing an unused financial wellness benefit
HR teams whose existing financial benefit sees single-digit utilization swap it for a three-minute entry point that produces a personal result before employees lose interest.
Open enrollment support
Benefits teams use the report card to show employees where their insurance, retirement, and HSA gaps actually are, which drives better-informed enrollment decisions.
Financial wellness for hourly and frontline workforces
Because there is no asset minimum and no advisor meeting, the benefit reaches employees at every income level rather than only executives.
Small-team benefits with no admin capacity
Companies without a dedicated benefits administrator launch by sharing a link in a newsletter, with nothing to configure or maintain.
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