Employer onboarding demo
Tell us about your company.
We'll use this to set up your admin account and route benefits questions to the right person.
Verify your business.
Your EIN and payroll provider let us pre-configure the two post-tax deduction lines we'll set up in step 4.
Design your incentive.
Set a lifetime budget per employee. WealthNest is pay-for-performance — you only pay when an employee earns it. The budget is split 50/50 across two behavioral milestones.
How the budget is paid out
Estimate at 100 eligible employees: $500/month.
Upload your roster and connect payroll.
Drop your standard payroll census file and confirm the two post-tax deduction lines we'll add to your payroll system.
employee_id, first_name, last_name, work_email, mobile_phone (optional)We'll send your payroll provider contact a one-pager with these two post-tax deduction lines to add. Setup typically takes 15 minutes.
WN-EE-CONTRIB. Routes the employee's per-paycheck deduction to their linked WealthNest savings account.WN-ER-REWARD. Pays out signup bonuses and milestone matches after you approve each one in your dashboard.Tell your team.
Pick how you communicate with employees. We'll deliver an automated announcement kit through every channel you select.
Hi [First Name] — Acme Inc. is rolling out WealthNest, a financial wellness benefit that rewards you for building emergency savings.
Get up to $1,000 from your employer when you save: $500 when you complete setup and start contributing, plus $500 when your savings reach $500.
Claim your benefit →You're live.
Invitations go out in your selected channels within 24 hours. Track participation and approve payouts from your dashboard.