Total Financial Wellness Value Calculator Total Financial Wellness Value Calculator

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Total Financial Wellness Value Calculator

What is the Total Financial Wellness Value Calculator?

Financial wellness is no longer a nice to have benefit, it’s a strategic imperative. Employers can reap measurable benefits from investing in employee financial wellness. Explore the tangible value you and your employees can gain with the BrightPlan Total Financial Wellness solution.

Employer Value

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Employee well-being is an essential component of the employee experience. A positive employee experience goes beyond compensation, benefits packages and career advancement to encompass overall wellness that includes health, financial, mental and emotional well-being. Financial wellness is central to any well-being program, as money is the number one stressor for Americans. It can help employees navigate their financial life with confidence and go a long way in enhancing an organization’s overall employee experience. It also helps create a great place to work and helps employers better attract, retain and engage employees.

There is also concrete value for you, the employer. Many of the actions employees take to improve their financial well-being, such as increased savings in tax advantaged accounts and retiring on time, can lead to tangible cost savings for the business. In the Total Financial Wellness Value Calculator, we estimate the potential total employer cost savings and return on investment, taking into consideration the following key factors:

Lower healthcare premiums

Reduced employee turnover

Reduced payroll taxes from employee HSA or FSA contributions

Reduced absenteeism

Increased on-time retirement


Lower healthcare premiums

Reduced employee turnover

Reduced payroll taxes from employee HSA or FSA contributions

Reduced absenteeism

Increased on-time retirement

Employee Value

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With BrightPlan, every employee gains access to an industry-leading digital platform and experienced financial advisors. Employees learn about the intricacies of personal finance, plan for their goals, invest to grow their money, and manage their day-to-day financial life. The BrightPlan Total Financial Wellness solution guides employees on their journey to financial success, no matter their starting point.

There is also tangible value for your employees. In the Total Financial Wellness Value Calculator, we pinpoint the overall potential value for every employee that takes action on their financial wellness. This includes the following key factors:

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Lower healthcare premiums

Tax savings and deferrals from retirement and FSA/HSA contributions

Value of savings at retirement age

More paid time off

Lower healthcare premiums

Tax savings and deferrals from retirement and FSA/HSA contributions

More paid time off

Value of savings at retirement age