The 2025 Employee Financial Behavior Report uncovers the deep emotional connection between money and decision-making, shedding light on how emotions drive—or stall—financial choices. This report not only dives into the data around financial stress, but into the feelings of shame, fear, and vulnerability that shape money behaviors and are impacting workplaces everywhere.
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81.8% of employees report financial stress limits daily enjoyment
Nearly 50% of employees report financial stress disrupting their focus at work
58.8% of Baby Boomers are delaying retirement due to financial concerns
Hi! We're the employee financial wellness benefit company, founded by Pete the Planner. Our mission is simple: financial stability & confidence for all. We're passionate about bringing real-human certified financial guides, trustworthy and relatable education, and AI-powered software together to make a financial difference for the people of companies nationwide.
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