2024 BrightPlan Wellness Barometer Survey launched 2024 BrightPlan Wellness Barometer Survey launched

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Financial Empowerment For Your People

The financial wellness benefit that makes it easy for HR and business leaders to enhance the employee experience, improve productivity, and drive positive impact for your business.

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The Value of Financial Wellness

Double your workforce's financial wellness and improve productivity.
For enrolled employees, BrightPlan customers see a 55% increase in retention over the national average.1
The median BrightPlan user’s emergency savings rate is 2X that of the national median.2
The median BrightPlan user’s retirement savings rate is 61% higher than the national median.2
The BrightPlan Advantage

Trusted by global enterprises, small businesses, governments, and everyone in between.

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Our Approach

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.

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Holistic wellness means meeting people where they are and supporting their well-being— physically, mentally and financially. BrightPlan took our financial wellness offering to the next level and helped us empower our associates to bring their best selves to work.
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Lindsay Madaras
Sr. Manager, Associate Well-Being, Bread Financial
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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.