2023 Financial Wellness and the Workplace Report

Leveraging data from recent nationwide surveys and studies, this resource examines the impact of financial stress on employee wellbeing and how financial wellness benefits can lead to a more satisfied, loyal, engaged, and productive workforce.

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In this report, you'll find:

  • Recent trends on how the pandemic and economic climate have impacted employee financial stress

  • Findings on the impact of financial stress on employee mental and physical health, job satisfaction, work productivity, attendance, and retention

  • Data-driven insights into the positive impact financial wellness benefits can have for both employees and employers

  • An analysis of how employers have been responding and employee perception of these actions

  • Results from a 2023 nationwide survey on the financial wellness needs of the working parent population (~70% of the workforce) and insights into supporting this group

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