LearnLux, the leading provider of workplace financial wellbeing programs, today released the highly anticipated 2025 Report: Financial Wellbeing in the Workplace. Now in its fourth annual edition, this report presents a year’s worth of financial wellbeing insights drawn from a diverse sample of US and global LearnLux program participants across various industries, income levels, and job roles.
Through analysis of thousands of aggregated, anonymized data points collected between 2023 and 2024, this report reveals the latest financial trends impacting employees and the key strategies employers use to improve financial wellbeing outcomes.
“We’ve continued to see a growing demand for trusted financial guidance as employees navigate economic uncertainty, rising costs, and long-term financial planning,” said Rebecca Liebman, CEO and Co-Founder of LearnLux. “The 2025 report offers an in-depth look at employees' financial wellbeing and their future planning. Benefits leaders can leverage these critical insights to develop effective financial wellbeing strategies and provide meaningful support to their workforce.”
Key Findings from the 2025 LearnLux Report:
- 88% of employees report some degree of financial stress.
- Unexpected expenses and sticking to a budget are the top sources of stress for both US and global workforces.
- 79% of employees say they are more likely to stay with their current employer because they offer LearnLux as a benefit.
- LearnLux program participants rated their overall experience 9.7 out of 10, reinforcing the impact of financial wellbeing programs on employee satisfaction.
Against the backdrop of a complex global economy in 2024—marked by inflation, housing affordability challenges, and job security concerns—employees turned to financial wellbeing programs for guidance and stability. As financial markets fluctuated, the demand for employer-provided financial support grew, emphasizing the need for holistic benefits that address financial health alongside physical and mental wellbeing.
Insights for HR & Benefits Leaders
This year’s report highlights six key categories shaping financial wellbeing strategies:
- Employee Engagement – How employees interact with financial wellbeing resources.
- Financial Stress – The evolving pressures employees face across all life stages.
- Employee Goals – The (often competing) short and long-term financial priorities employees are setting.
- Certified Financial Planner® Insights – Trends seen by LearnLux financial experts.
- Measurable Financial Health Outcomes – The impact of financial wellbeing programs on key financial metrics.
- LearnLux Member Stories – Real-life experiences from employees who benefited from financial wellbeing programming and guidance.
Who Should Explore This Report?
HR leaders, benefits professionals, and consultants looking to enhance their financial wellbeing strategies will gain valuable insights from this year’s data. The report serves as a resource for designing benefits that meet the evolving needs of employees and drive meaningful engagement.
Explore the full report to uncover the latest financial wellbeing trends and learn how companies are supporting their employees’ financial confidence in an ever-changing economic landscape.
Download the 2025 Report: Financial Wellbeing in the Workplace today.
LearnLux is the leading 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. Learn more at learnlux.com.