Employee Financial Wellbeing Assessment

Before COVID-19, almost half of all US workers had low financial wellbeing, with four in ten adults unable to cover an unplanned $400 expense. Today, pandemic-related job losses and economic insecurity have made personal finances American workers’ dominant concern.

Low financial wellbeing decimates bottom lines and leads to higher presenteeism, lower productivity, and poor health. Employers need to help employees feel more secure about their finances while lowering employees’ stress and boosting engagement and loyalty.

Our free Employee Financial Wellbeing Assessment will help you learn essential insights about your employees’ financial challenges and create financial wellbeing programs that meet employee needs, including:

  • Your employees’ top financial concerns
  • How well your employees can handle financial emergencies
  • Whether financial stress is hurting job performance
  • How finances may put employees’ health at risk
  • Know how many employees are financially at risk