Organizations invest heavily in employee benefits - yet only 37% of employees have a strong understanding of their benefits. Why? Because benefits almost always involve a financial decision, and only 24% of employees rate their financial literacy as excellent.
When financial literacy is low, employees delay action, disengage, or miss out altogether. This results in wasted investment and missed opportunities to improve wellbeing, loyalty, and retention.
Turning awareness into action: education is the missing link
Action: Employees with good or excellent financial literacy are 45% more likely to enroll in retirement plans, equity schemes, or emergency savings.
Engagement: Personalized, timely education, empowers employees to use their benefits in ways that matter most to them.
ROI: Organizations embedding financial education into their benefits strategy are seeing millions in added contributions, higher participation rates, and stronger employee confidence.
Why Download?
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Discover how financial education turns awareness into action.
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Learn how technology enables personalized, at-scale financial education.
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See how leading organizations are already unlocking higher benefits utilization, wellbeing, and loyalty.
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