Financial empowerment
for your people
The financial wellness benefit that guides employees to manage their short and long term financial needs and gives HR the support and data they need to drive what matters for their people.
TRUSTED BY GLOBAL ENTERPRISES, SMALL BUSINESSES, AND EVERYONE IN BETWEEN.
The average employee is not “financially well”.
When employees aren’t financially well, business performance takes a hit.
employees lose 11.4 hours of
productivity per week.1
productivity loss costs US businesses
over 4 billion dollars a week.1*
What kind of impact is financial stress having on your organization?
with one of our Financial Wellness Experts.
BrightPlan Total
Financial Wellness
24/7 Digital financial
wellness coaching
BrightPlan’s app provides financial coaching for your employees at scale. The AI-driven coach gives advice on everything from solving immediate problems (emergency cash), to long term planning (retirement and college).
BrightPlan’s app provides financial coaching for your employees at scale. The AI-driven coach meets them where they are, and delivers advice based on their unique situations.
Free access to
financial planners
Our advisors aren’t your run-of-the-mill EAP or retirement benefit support. We don't push or sell products. They are free for your employees to talk to and well-versed in your organization's benefits, so they provide advice to your employees like no one else can.
Workforce data and insights
We glean insights on your workforce’s financial well-being, help you identify trends and gaps, and partner to take action that solves real problems for your employees. As an added bonus, your business benefits too.
HR partnership and consulting
We de-risk and scale your HR operations by partnering with you throughout the employee lifecycle. Through hiring, onboarding, open enrollment, offboarding, and inevitable life events, BrightPlan provides support for you and your employees.
The results speak for themselves.
Ready to see the impact that Total Financial Wellness can have on your people and your organization?
1. BrightPlan 2022 Wellness Barometer Survey.
2. Bankrate's 2023 Annual Emergency Savings Survey.
3. Savings rate is defined as national median retirement savings and national median emergency savings savings divided by the national median annual income .
4. Based on aggregated BrightPlan user data.
5. Based on BrightPlan customer retention data against the national average for retention.
Disclosures:
*Assumes there are 97,983,000 knowledge workers in the U.S. with an hourly wage of $36.68. Source: Federal Reserve Economic Dataset, BrightPlan. For more information, see the full report. 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 a current customer. BrightPlan did not provide any compensation in exchange for these statements.