The Financial Benchmarks report includes data from 4,000+ participants of the 2025 US Benefits Strategy & Benchmarking Survey. The report features top financial wellbeing trends including:
- Financial wellbeing: 47% of employers report an increase in the importance of financial wellbeing in 2025.
- Retirement readiness: 58% have added one or more optional SECURE 1.0/2.0 provisions to date – learn how to improve retirement readiness beyond basic compliance.
- Retirement savings: 56% of 401(k) and 403(b) plans use auto-enrollment, but this is expected to increase as SECURE 2.0 provisions are implemented.
- Integrating retirement planning and financial wellbeing: Employers now include retirement planning in financial wellbeing strategies, linking daily stability to long-term savings.
- Tuition assistance: 67% offer tuition assistance. Learn how this high-impact benefit not only attracts younger employees burdened by student debt but also serves as an investment in upskilling.
