ORIGINAL RESEARCH

Seen, not sold

What 354 employees told us about trust in financial wellness benefits, and what it means for how these programs should be built.

Most financial wellness programs assume access is the same as trust. It isn't. This report breaks down the real gap between what employees say they want and what they actually understand about the benefit they've been given.

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62%

of employees have never fully considered how their financial wellness provider makes money.

64%

say it's very or extremely important that a program not earn money from what it promotes to them.

4.05

average trust score (out of 5) for programs with a real human coach behind them, versus 3.81 without one.

62%

of employees have never fully considered how their financial wellness provider makes money.

64%

say it's very or extremely important that a program not earn money from what it promotes to them.

4.05

average trust score (out of 5) for programs with a real human coach behind them, versus 3.81 without one.

62%

of employees have never fully considered how their financial wellness provider makes money.

64%

say it's very or extremely important that a program not earn money from what it promotes to them.

4.05

average trust score (out of 5) for programs with a real human coach behind them, versus 3.81 without one.

"The benefit nobody explained
is the benefit nobody trusts."

From the full findings inside the report

Get the full report

See the complete findings, including how delivery vehicle and program design shape trust.

Headed to IFEBP? Find us at the Annual Employee Benefits Conference, booth 1324, October 24–27 in New Orleans.

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The workplace benefit that grows financial confidence.

Black Apple App Store badge
Black Google Play Store badge

The workplace benefit that grows financial confidence.

Black Apple App Store badge
Black Google Play Store badge

The workplace benefit that grows financial confidence.