The engagement
Employee financial wellbeing is personal, but its effects extend into the workplace. BrightPlan needed credible data about financial stress, the benefits employees wanted and the relationship between wellbeing and organizational performance.
The research approach
Each wave surveyed 1,500 knowledge workers employed by U.S. companies with 1,000 or more employees. Maintaining a consistent audience and core subject matter allowed BrightPlan to compare findings over time while exploring new issues as workplace and economic conditions changed.
From findings to impact
BrightPlan turned the findings into Wellness Barometer reports, infographics, webinars and company content. The studies supplied evidence about the cost of financial stress, desired workplace benefits and the relationship between employee wellbeing and retention or productivity.
Highlighted result
Two waves of 1,500 knowledge workers created a repeatable employee-financial-wellness benchmark.
Methodology
CITE Research conducted the Wellness Barometer studies on behalf of BrightPlan. Each edition surveyed 1,500 knowledge workers at companies with at least 1,000 employees in the United States.