
Human Interest
Human Interest is founded on a simple idea: Affordable, zero-transaction fee, 401(k) plans for small and medium businesses. Businesses that, historically, never had access to these types of investment and tax-benefit retirement vehicles. Here are the big things we've done to shake up the retirement industry: 1. We eliminated all 401(k) transaction fees for companies and their employees. 2. We made it so easy to start saving that we see 2x the average industry participation rate. 3. We helped thousands of customers open their company’s first 401(k) plan and start saving. 4. We built end-to-end technology to solve administrative and compliance headaches for small and medium-sized businesses. Human Interest is leveling the playing field on retirement by making employer and employee retirement savings more intuitive, more affordable, and more inclusive. Human Interest is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy for small and medium-sized businesses to assist their employees with investing for retirement. Investment Advisory services provided through Human Interest Advisors, a Registered Investment Adviser. For more information, please visit humaninterest.com. This content has been prepared for informational purposes only, and should not be construed as tax, legal, or individualized investment advice. Consult an appropriate professional regarding your situation. Human Interest does not provide tax or legal advice. Investing involves risk, including risk of loss. Past performance does not guarantee future results.

Human Interest
This company provides affordable and easy-to-administer 401(k) and related retirement plans for small to medium-sized businesses (SMBs).
About
Needs Assessment
Active buying signals and potential business opportunities
Technology Requirements
Advanced payroll integration tools to support a wide range of providers.
Data analytics platform to track plan performance and identify areas for improvement.
Cybersecurity solutions to protect sensitive financial data.
Service Requirements
Compliance consulting services to navigate changing regulations.
Training programs for employees on financial literacy and retirement planning.
Customer support services for both employers and employees.
Infrastructure Requirements
Scalable cloud infrastructure to support growing customer base.
Secure data storage solutions to protect sensitive financial information.
Monitoring and observability tools to ensure platform stability and performance.
Talent Requirements
Payroll integration specialists to manage and maintain integrations.
Compliance experts to ensure adherence to regulations.
Customer support representatives to assist employers and employees.
AI Insights
Growth Trajectory
With a focus on partnerships and technology-driven solutions, the company shows strong growth potential in the expanding SMB retirement plan market.
Market Opportunity
The company holds a strong market position by addressing the need for affordable and accessible 401(k) plans for SMBs, an underserved segment in the retirement planning industry.
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