Overview
Last updated: April 13, 2026 at 9:41 AM
Active Seats
82% utilization
Avg Savelo Score
Since enrollment
Engagement Rate
Weekly active users
Est. Tax Benefit
Section 127 eligible
Zero PII. All metrics are anonymous and aggregated. Savelo never shares individual employee financial data with employers.
Financial Wellness Trend
Average Savelo Score over 6 months
Engagement Breakdown
User activity frequency
96%
Active
Top Program Benefits
Employee adoption metrics (anonymous)
ROI Summary
Return on employee benefit investment
Estimated Annual Tax Benefit
$18,200
23% reduction
in financial stress indicators
Cost Breakdown
Financial Stress Index
Down from Medium 6 months ago
Program Enrollment
247of 300 provisioned seats
Avg Onboarding Time
2.3 daysFrom invite to first session
12 seats unused for 30+ days — Consider launching an outreach campaign to re-engage dormant users.
Anonymous Wellness Distribution
Savelo Score buckets across employees
Program Adoption Timeline
Enrollment growth since launch
Feature Usage Breakdown
Most-used features by employees
Anonymized Engagement Cohorts
User activity segmentation
Power Users
Active daily · ~104 employees
Regular Users
Active weekly · ~104 employees
Light Users
Active monthly · ~30 employees
Dormant
Inactive 30+ days · ~10 employees
SOC 2 Type II
Last audit: Feb 2026
GDPR
EU data compliant
Zero PII Architecture
No personal data stored
AES-256 Encryption
At rest & in transit
Data Flow Architecture
How data moves through the Savelo system
Employee App
Data stays on-device + iCloud
Anonymous scores only
Anonymous Aggregation
No PII passes this layer
Aggregated metrics
Enterprise Dashboard
Aggregate data only
Individual data never leaves the employee's device and iCloud.
Privacy Architecture
No SSN, salary, or account numbers are transmitted
All metrics computed on-device, only anonymous scores aggregated
Employer cannot identify individual employee data
Employee can opt out at any time
Data Retention Policy
Audit Log
| Date | Action | Actor | Status |
|---|---|---|---|
| Apr 13, 2026 | Admin viewed aggregate report | Sarah M. | Completed |
| Apr 12, 2026 | Compliance check passed | System | Passed |
| Apr 11, 2026 | Seat provisioned (batch: 5) | Sarah M. | Completed |
| Apr 10, 2026 | Export: Monthly summary PDF | Sarah M. | Completed |
| Apr 8, 2026 | Admin viewed HR dashboard | James K. | Completed |
| Apr 7, 2026 | Seat revoked (inactive 60d) | Sarah M. | Revoked |
| Apr 5, 2026 | Data retention policy reviewed | Legal Bot | Passed |
| Apr 3, 2026 | New admin invited | Sarah M. | Pending |
| Apr 1, 2026 | Monthly compliance audit | System | Passed |
| Mar 28, 2026 | SOC 2 renewal confirmed | System | Confirmed |
Plan
Enterprise
300 seats provisioned
Monthly Cost
$1,973.53
247 active × $7.99
Annual Cost
$23,682
Billed monthly
Next Billing
May 1
Auto-renewal enabled
Invoice History
| Date | Invoice # | Amount | Status | |
|---|---|---|---|---|
| Apr 1, 2026 | INV-2026-004 | $1,479.53 | Paid | |
| Mar 1, 2026 | INV-2026-003 | $1,389.63 | Paid | |
| Feb 1, 2026 | INV-2026-002 | $1,323.72 | Paid | |
| Jan 1, 2026 | INV-2026-001 | $1,203.91 | Paid | |
| Dec 1, 2025 | INV-2025-012 | $946.09 | Paid | |
| Nov 1, 2025 | INV-2025-011 | $611.82 | Paid |
Tax Benefit Calculator
Estimate potential deductions
Formula: Section 127 allows up to $5,250/employee/yr in tax-free educational assistance. Savelo qualifies as financial literacy education. Wellness deduction = program cost × FICA savings rate (7.65%).
Reference: IRS Publication 15-B, Section 127; IRC §162
Cost Breakdown
Where your investment goes
12-Month Budget Forecast
Projected cost with 5% monthly seat growth
Active Seats
247
Total Provisioned
300
Available
53
Bulk Provisioning
Seat Registry (Anonymized)
| Seat ID | Status | Enrolled | Last Active | Actions |
|---|
Company Settings
Notification Preferences
Danger Zone
These actions are irreversible. Proceed with caution.