The LearnLux Report: Financial wellbeing in the workplace is a culmination of a year’s worth of employee engagement and insights.
The LearnLux Employee Financial Wellbeing Report is the result of a year's worth of data and insights from a sample of 18,000 US and global program participants from diverse income levels, job roles, locations, and industries. To determine the financial trends featured in this report, we analyzed thousands of aggregated, anonymized data points collected from October 2022 to September 2023 through the LearnLux financial wellbeing platform.
In 2023, LearnLux expanded our reach to support employers on a broad global scale. Our financial wellbeing community now encompasses a wide range of national and multinational workforces, catering to individuals of all income levels, life stages, and varying degrees of financial confidence.
This year’s analysis covers seven key categories:
Benefits professionals & consultants looking for employee financial wellbeing stats and data to inform their own programs and strategies.
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LearnLux is the leading U.S. and global workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.
LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.
Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.
LearnLux is headquartered in Boston, MA.
Our team works with employers and employees across the entire United States and globally.
LearnLux is created by financial experts for employees of all incomes and asset levels. LearnLux’s holistic guidance helps individuals who are just starting out building credit and saving for a rainy day to those who are preparing for big milestones like buying a home or planning for retirement.
LearnLux is paid for by employers that offer the financial wellbeing program as a voluntary benefit to their team.
There is no cost to employees. We do not sell any products or investments or take any commissions.
We do not make money any other way outside of the employer partner sponsored workplace financial wellbeing contract.