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

Read press release

Financial stress is hurting
relationships, well-being
& organizational success

Financial stress is hurting
relationships, well-being
& organizational success


About The Survey

We surveyed 1,400 U.S.-based knowledge workers (including a mix of C-Suite, HR decision-makers and employees) at organizations with 1,000 or more employees to learn what’s top of mind and how employers can best respond in the reality of the current market environment.

Economic concerns
have skyrocketed

Work balance life

92% of employees are stressed about their finances due to economic uncertainty, costing US employers close to potentially $200B annually in lost productivity.*

Financial preparedness
is low


Only 18% of respondents have basic financial literacy. 85% have debt and 35% have no emergency savings or only enough for up to 2 months.

Employee well-being is a
top business priority

9/10 employees expect financial support

53% of leaders indicate that supporting their employees’ holistic well-being is a top priority and 95% believe they should provide more financial support.

Employers need to drive
benefits utilization


Employees are not satisfied with their company’s financial well-being support and 1 in 4 don’t even know if their employer offers financial benefits.

Disconnects between leaders
& employers are staggering


48% of employees agree their company offers them the financial guidance, support, and tools they need to achieve their life goals, compared to 94% of leaders.

Employer trust
is declining


Only 63% of employees trust HR and upper management, compared to 83% in 2022, and 61% believe leaders at their company are empathetic.

The current state of financial unrest is affecting employee well-being
and business success. Discover the impact of financial stress.