Schwab Workplace Retirement
77
Quality Score
Strong
Schwab Workplace Retirement
High confidence
✍️ bumetric analysis
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Schwab Workplace Retirement is an iOS app from The Charles Schwab Corporation in the Finance category, currently rated 4.8★ across 63,201 ratings. Initial signal reads as mostly critical sentiment so far: users flag rough edges and unmet expectations.
Quality Score is 77: Strong (healthy traction). For a Finance app, that means healthy traction. The full BU Investment Matrix below scores 8 dimensions including monetisation, growth, and operational risk.
Track changes month-over-month in the Performance section below: live snapshot history and revenue forecast included.
💰 Monthly revenue · now vs forecast
● Right now
$5.0K
per month
→
12-mo forecast
$5.2K – $10.8K
per month
→
24-mo forecast
$6.4K – $19.2K
per month
MID tier
💡 Grow this revenue
Free AI audit of this app’s store listing
- Title & subtitle keyword fit
- Description hook & conversion structure
- Screenshots, ratings, reviews strategy
Typical impact: +2-5× organic installs
📊 Performance Tracking LIVE
Loading…
Rating
—
Reviews
—
Forecast Revenue / mo
—
Snapshots tracked
0
since first record
🤖Also on Android
$290/mo · 551 ratings · 2.7★
View →
ONE-TIME · BUILD
💰 Estimated build cost
$95K
↳ What it cost to build · not monthly revenue
Likely range $70K – $130K
$25K · MVP floor
$100K · indie scale
$500K+ · studio build
📈
Pays back in ~4.8y at current MRR
Synthetic estimate. Inputs: category complexity, file size, screen count, monetization layer, platform reach, age × team-size proxy. Calibrated against 2024-2026 indie-agency rate surveys. Full math + source list on /methodology.
Where the money goes
| 🧱 MVP baseline (design + 1-store ship) | +$28K |
| 📱 5 unique screens × $4.5K | +$22K |
| 📦 Asset bundle (70 MB) | +$7K |
| ⚙ Finance complexity ×1.60 | +$35K |
Total estimate
$95K
ONE-TIME · EXIT VALUE
💵 Estimated acquisition value
$35K
↳ What it would sell for · not monthly revenue
Marketplace range $25K – $40K · 20× MRR multiple
💸
~0.4× build cost (under-water)
Synthetic estimate. Multiple band derived from ad-supported + age, rating quality, category demand, and user-base maturity. Calibrated against 2024-2026 indie-app-marketplace closed-deal medians. Full math + comparable deal list on /methodology.
How the multiple was built
| 📺 Ad-supported base | 15× MRR |
| ⭐ ★ rating ≥ 4.7 (premium) | +15% |
| 🏷 Finance category multiple | +15% |
Final multiple
20× MRR
👥 Estimated audience size
3.8M
Lifetime downloads (US-equivalent)
Monthly active
1.1M
Daily active
420K
Synthetic estimate from ratings × category benchmarks. Calibrated against 2024-2026 mobile-attribution retention + DAU/MAU reports. Numbers are US-storefront-equivalent — true global audience can be 5-10× larger for international apps. Full math + source list on /methodology.
How we sized it
| 📲 Finance engagement | ~60 installs / rating |
| 🔁 Finance D30 retention | 28% |
| 📍 DAU / MAU stickiness | 0.40 |
DAU / MAU
40% sticky
🔬
How we forecast this revenue
MEDIUM CONFIDENCEBaseline
$5.0K/mo · ML-estimated from 234 triggers
Growth rate
+4.0% MoM · MID tier baseline (compound monthly)
6 months
$4.7K – $7.9K
12 months
$5.2K – $10.8K
24 months
$6.4K – $19.2K
Compound growth at +4.0% MoM (tier baseline for MID). Range widens with horizon — typical noise band ±25% at 6mo.. Ranges widen with horizon — distant futures carry more uncertainty.
📊
BU Investment Matrix
Below median · 53/100MID TIERunderperforming peersGrowth Velocity
5.0
Founder Strength
6.8
Product Quality
9.5
Revenue Strength
3.7
Monetization Maturity
1.0
Defensibility
7.5
Market Position
0.0
Operational Safety
9.0
- 💰 Revenue: Modest — $3K - $7K/mo · MID tier · medium confidence, trajectory unclear.
- ⭐ Quality: 4.76★ across 63,201 reviews — exceptional (top 1% in category).
- 📍 Market: Not yet charting in any of the 9 monitored markets.
- 📈 Growth: last update 209d ago — slow cadence.
- ⚠️ Risk: Low — no material risk signals detected.
🎯 For competitors: Mixed picture. Worth competing if you have a clear UX or pricing edge — otherwise crowded segment.
💵 For acquirers: Estimated asking range 18-32× monthly = $90K-$160K. Portfolio play ($18K/mo combined) commands premium.
Composite of 8 dimensions computed deterministically from public signals — no LLM, every score traces back to a measurable input. Default weights shown; "compete" / "acquire" / "invest" lenses re-weight without re-fetching.
Range:
💰 Forecast Revenue / mo
MODELRevenue forecast computed from BU's 234 trigger model on each snapshot. Calibrated against ground-truth from 58 verified-revenue apps.
🔬Forecast Breakdown — Why This Estimate?Top 9 of 9 triggers
Our ML model uses 200+ signals from public data. These are the most influential for this app:
| Mid install base (63,201 ratings)METRIC | +$5,500 | |
| Excellent rating (4.8★)METRIC | +$2,200 | |
| bugsREVIEW | −$1,800 | |
| excellent appREVIEW | +$1,500 | |
| Mature app (15y old)METRIC | +$1,500 | |
| highly recommendREVIEW | +$1,400 | |
| slowREVIEW | −$1,200 | |
| Ad-supported / freemiumMETRIC | +$600 | |
| Single-language (English only)METRIC | −$400 |
METRIC = structural app data · REVIEW = mined from user reviews · ✓ VERIFIED = Stripe-verified anchor (TrustMRR)
📈 Reviews Growth
LIVECumulative review count from first BU snapshot. Each point = a tracked update.
⭐ Rating Trend
LIVEAverage rating evolution. Updates with each new review batch.
🆕 What's New · v11.5.0
What's New in Schwab Workplace Retirement Mobile 11.5
Contribution Rate feature updates for Secure Act
Various technical enhancements
Feature availability depends on both plan and participant settings.
Contribution Rate feature updates for Secure Act
Various technical enhancements
Feature availability depends on both plan and participant settings.
Profile & Insights
Everything we know — and don't — about this app and its company.
Identification
- App name
- Schwab Workplace Retirement
- Developer
- The Charles Schwab Corporation
- Bundle ID
- com.schwab.schwabworkplaceretirement
- App Store URL
- Open in App Store
- Category
- Finance
- Content rating
- 4+
- Languages
- EN
Company
- Website
- Not found
- Tagline
- Today
- Description
- Find apps and games for iPhone, iPad, Mac, and more on the App Store.
- Founded
- Not found
- HQ / Address
- Not found
- Employees
- Not found
- Logo
- Available
Revenue
- Verified revenue / mo
- Not found
- AI revenue estimate / mo
- Not found
- AI annual estimate
- Not found
- ML model estimate / mo
- $1.6K/mo
- Top-grossing rank
- Outside top 100 in US Finance
- All-time revenue
- Not found
- Pricing
- Not found
Founder
Founder data not yet collected for this app.
Funding
Funding data not yet collected for this app.
Press & Links
Press & Links data not yet collected for this app.
Contacts & Socials
Contacts & Socials data not yet collected for this app.
📈Ratings growth63,201 ratings+34% lifetimeShow 3-year history estimate ▾
Tracked (54 weeks) Pre-tracking estimate (35 weeks) · model-based, ±5% noise · anchored to release date and current value
🌍Geographic ReachNot ranked
This app is currently outside the top 100 grossing in all 9 countries we monitor (US, UK, DE, FR, JP, CA, AU, BR, IN). Niche or new apps often launch this way — popularity rankings appear once daily revenue clears the regional threshold.
Profile is built from iTunes Lookup + developer site scrape + ML revenue model. Empty fields show "Not found" — additional sources (Crunchbase, X, IndieHackers, Acquire.com) coming.
📝 About this app
Schwab Retirement Plan Services, Inc. provides recordkeeping and related services with respect to retirement plans and has provided this communication to you as part of the recordkeeping services it provides to the Plan.
©2025 Schwab Retirement Plan Services, Inc. All rights reserved.
(0622-2PS3)
©2025 Schwab Retirement Plan Services, Inc. All rights reserved.
(0622-2PS3)
App Specs
🔐 Own this app? Claim & verify MRR →💾 70 MB🔞 4+📱 iOS 17.0+🔖 v11.5.0🔄 updated 0d ago🌐 EN📂 Finance💰 Free
📅
What Worked™ · Development Pipeline
9 EVENTS TRACKEDDetected changes in this app over its tracked lifetime — each event links cause (what changed) to effect (what moved). Sorted newest first.See full history →Version history →
2026-04
⭐
Rating ↑ 2.86 → 4.76 (improved 1.90★)
2026-04
📈
Crossed 500 ratings — social-proof flywheel kicking in
2018-07
📈
Crossed 100 ratings — social-proof flywheel kicking in
2016-05
📈
Crossed 50 ratings — social-proof flywheel kicking in
2011-09
⭐
Rating ↓ 3.88 → 3.56 (dropped 0.32★)
2011-09
📈
Crossed 10 ratings — social-proof flywheel kicking in
2011-06
⭐
Rating ↑ 4.00 → 4.33 (improved 0.33★)
2011-06
⭐
Rating ↓ 5.00 → 4.00 (dropped 1.00★)
2011-06
🚀
First tracked snapshot — initial data captured
🔔
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📝 Description
95
BU Score · Transcendent
Full revenue analysis
Read the article-style breakdown for Schwab Workplace Retirement: category rank, percentile, growth signal, comparable apps, and how the forecast is calibrated against verified-MRR anchors in this niche.
More by The Charles Schwab Corporation
View all →📦 Portfolio summaryINDIE studio
8apps·$18K/mocombined
⚠ Concentrated — top app contributes 83% of combined revenue (single-app dependency)
About this analysis
Why high confidence: 63,201 ratings · no founder-verified revenue (model estimate only).
❓ Frequently Asked Questions
4 answers · auto-generated from this app's public dataHow much does Schwab Workplace Retirement make per month?▴
Based on our ML-calibrated revenue forecast, Schwab Workplace Retirement earns approximately $1.6K/mo. This is a US-storefront-equivalent estimate; global revenue can be several times larger for internationally-distributed apps. See the methodology page for the full formula and confidence bands.
What apps are like Schwab Workplace Retirement?▴
Browse the full Finance category catalog to find similar apps with revenue, build cost, audience and tech stack data. Each /p/{slug} page also shows a Compare side-by-side widget with three peer apps from the same niche.
Who makes Schwab Workplace Retirement?▴
Schwab Workplace Retirement is published by The Charles Schwab Corporation on the Apple App Store. See the full publisher portfolio (other apps by the same developer) via the More by developer block on the product page above.
What is Schwab Workplace Retirement's BU Score?▴
Schwab Workplace Retirement has a BU Score of 77/100 (Strong). The score combines App Store rating, ratings count, monetization model and revenue signals calibrated against founder-verified MRR anchors. See the BU Score formula.