For Employers
Your benefits package covers the 401(k). But the people leaving your organization face a much bigger transition: from a structured identity built around work to an unstructured life they have to design from scratch.
The Retirement Readiness Assessment evaluates six dimensions, organized the way a house is built:
Physical readiness, sustainable habits, financial confidence, spending clarity. Without these, nothing else holds up.
Social architecture beyond work, community fit, whether where they live supports the life they want.
Sustaining interests, identity beyond their title, a sense of meaning that survives the transition.
Scores measure readiness and intentionality — not quantity. A 10 doesn’t mean you need the most of everything. It means you’ve thought it through.
When valued employees retire unprepared for the non-financial transition, they struggle — and associate that struggle with the company they left. A valued employee who spent 25 years building your brand and retires into purposelessness doesn’t become an ambassador. They become a cautionary tale.
Pre-retirees who sense they’re not ready delay their departure, creating succession planning bottlenecks and blocking advancement opportunities for the next generation of leaders.
A pre-retirement program that prepares people for life after work — not just the 401(k) — signals that your organization cares about the whole person, not just the productive years.
An AI-guided Retirement Readiness Assessment that pressure-tests preparedness across all six dimensions. Through a 30-minute conversation, each employee receives a personalized Blueprint with scores, insights, and a 90-day action plan.
Each transitioning employee receives a private, confidential Retirement Readiness Assessment they can take on their own time. About 20–45 minutes, AI-guided, covering all six dimensions.
With employee consent, receive anonymized population-level data showing where your retiring workforce has gaps. This informs program design and benefit decisions.
Complements existing pre-retirement workshops by providing the assessment layer that most programs lack. It fills the gap between financial planning and life planning.
Because the assessment is AI-guided, it scales without adding headcount or scheduling complexity. Works for cohorts of 10 or 10,000.
Your HR team provides eligible employees with access via a branded link or your benefits portal.
Each employee completes a private, AI-guided conversation covering all six dimensions.
The employee receives their personal Retirement Blueprint — scores, insights, and a 90-day action plan.
Your organization receives an anonymized summary of aggregate readiness patterns across the cohort.
The most common gap isn’t financial. It’s Purpose and People. Financially prepared professionals consistently discover that the dimensions they’ve thought about least are the ones that matter most.
This is exactly the kind of insight that transforms a pre-retirement program from a compliance exercise into a genuine benefit.
Pricing is per-employee, based on cohort size. Every employee receives the full assessment experience and personal Blueprint. Volume discounts available.
Small Cohorts
$149
per employee
1–25 employees
Mid-Size
$99
per employee
26–100 employees
Enterprise
Custom
volume pricing
100+ employees
All plans include: full 6-dimension assessment, personal Blueprint, 5-email drip sequence, and aggregate reporting.
Individual responses are never shared with the employer. Aggregate reporting is fully anonymized with minimum cohort sizes. GDPR and CCPA compliant. Users can request complete data deletion at any time. No AI training on personal data.
If you’re responsible for employee transitions, pre-retirement programs, or total rewards strategy, we’d welcome a conversation about how the Retirement Readiness Assessment could complement what you’re already doing.