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Explore the Report:

Employee financial wellbeing report: Year in review 2021

How is the American workforce feeling, financially? Unlock an insider look at full-time employees and their money in 2021.

Financial goals, fears, plans, and the most impactful features of the LearnLux holistic financial wellbeing program are represented.

Employee financial wellbeing report by LearnLux

The report includes:

  • Thousands of aggregated and anonymized data points from October 2020 to October 2021 via the LearnLux financial wellbeing platform
  • Employee demographics that span all incomes, life stages, and levels of financial confidence
  • Analysis that covers six key categories: Stress, Confidence, Behavioral Finance, Goals, Education, and Expert Guidance.
  • Actionable insights for employers and consultants alike to turn data into strategy

Enter your information to unlock access to the report.

About the Employee financial wellbeing report: Year in review 2021

The LearnLux Employee Financial Wellbeing Report is a culmination of a year’s worth of employee engagement and insights.

Take a look inside the report:

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Here’s how our team determined which topics of conversation to feature:

We explored thousands of aggregated, anonymized data points from October 2020 to October 2021 via the LearnLux financial wellbeing platform. Where patterns emerged, we looked to our team of Certified Financial Planner™ professionals to validate our findings.

This year, LearnLux has further expanded to help employers in dozens of industries across the United States. Our financial wellbeing community represents a broad range of employee demographics that span all incomes, life stages, and levels of financial confidence.

Our analysis covers six key categories:

  1. Stress
  2. Confidence
  3. Behavioral Finance
  4. Goals
  5. Education
  6. Expert Guidance

Who this report is for:

Benefits professionals & consultants looking for employee financial wellbeing stats and data to inform their own programs and strategies.

What you will learn:

  • Insights from the report show 92% of employees feel financially stressed across all income levels, ages, demographics, and industries.
  • When given the opportunity, employees from age 19 to 60+ engage with financial wellbeing programs including both digital guidance and calls with financial planners.
  • Employees that participated in their LearnLux financial wellbeing program offered at no cost by their employer rated their overall experience a 9.7 out of 10.

By requesting access to this resource, you may be contacted by LearnLux with relevant information and newsletters about financial wellbeing. You may opt out of communications at any time. For more information on LearnLux, head to learnlux.com.