Enrolled Employees
—
— invites pending
Monthly Commitment
—
per month total
PSA Savings Funded
—
total deposited into employee PSAs
Utilization Rate
—
employees enrolled
Monthly Contributions
Last 6 months — settled contributions
Recent Activity
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| Employee | Department | Enrolled | Total Contributed | Last Contribution | Status | |
|---|---|---|---|---|---|---|
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Pending & Sent Invites
Employees who haven't yet accepted their invitation
| Name | Dept | Sent | Expires | Status | ||
|---|---|---|---|---|---|---|
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Plan & Billing
Manage your tier, contribution rate, and view invoices.
Current Plan Summary
Contribution per employee
—
Active enrollments
—
Projected monthly bill
—
Based on current active enrollments
Billing Contact
Payment Method
Charged monthly when contributions run
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Invoice History
| Period | Employees | Rate | Total | Status | Skipped | |
|---|---|---|---|---|---|---|
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Reports
Enrollment utilization, contribution history, and department breakdown.
Invite Acceptance Rate
—
of sent invites accepted
Pending Invites
—
awaiting acceptance
Expired Invites
—
consider resending
Total Contributed
—
all time (settled)
Contribution History
Last 12 months
Department Breakdown
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Settings
Company profile, billing contact, and team access.
Company Profile
Portal Users
HR admins who can access this employer portal
| Name | Role | Last Login | |
|---|---|---|---|
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