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Diversity, Equity & Inclusion

Level the playing field for all employees

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55%

55%

Women vs. 65% of men are saving for retirement¹

3.9%

3.9%

Students from low income schools vs. 17% nationwide have access to financial education²

58%

58%

Black & Latino households vs. 37% of all households don’t have enough savings to cover 3 months of expenses³

Inequities in financial wellness vary greatly according to gender, income, race and access to education.

Challenge

One-size-fits all

Brightplan solution

BrightPlan supports the diverse needs of all employees and meets them where they are in their financial journey

Challenge

Well-being of specific populations

Brightplan solution

Customized webinars for Employee Resource Groups (ERGs) on topics that matter to them, and bilingual financial planners with similar demographics to the employees we serve

Challenge

Lack of DE&I data

Brightplan solution

Quarterly reports and dashboards customized to your company’s demographics

The Real Opportunity for Diversity, Equity and Inclusion

Finding ways to support the physical, mental and financial health of your diverse workforce is more important now than ever before.

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Holistic Well-being

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Diversity, Equity & Inclusion

1. BlackRock 2016 Global investor Pulse Survey 2. NextGen Personal Finance 2019 U.S. Access Report 3. Prosperity Now 2020 Scorecard