The Value of Financial Wellness
Trusted by global enterprises, small businesses, governments, and everyone in between.
As we’re digital led, BrightPlan provides unique and robust insights about your workforce’s needs,
while employees get highly personalized digital coaching. We partner with you to optimize benefits offerings,
enhance DE&I initiatives, drive productivity and engagement, and more.
Unique Data-Driven Insights
The modern workforce faces financial uncertainty and instability like never before. You no longer have to be reactive to employees’ needs.
With BrightPlan, you can stay ahead of the curve.
1. Based on BrightPlan customer retention data against the national average for retention.
2. Savings rate is defined as national median retirement savings and national median emergency savings savings divided by the national median annual income .
We derive our information from a variety of sources we consider reliable, including historical data from fund managers, exchange data, published research, industry digests, and news media, but we do not guarantee that the information is accurate or complete. This webpage includes statements about BrightPlan by current clients. BrightPlan did not provide any compensation in exchange for these statements.