Financial Wellness
How Financial Wellness Platform Is Priced
How financial wellness platform are priced: the pricing models you will meet, what drives the cost and the fees that are easy to miss.
How much financial wellness costs
Common pricing models: per employee per month, tiered plans, per module or bundle, and custom quote. Too few vendors publish comparable list prices for us to give a price range; the models and cost drivers below explain what you will be quoted.
Pricing models explained
- Per employee per month. Charged per eligible employee, usually billed annually, the most common model.
- Tiered plans. Education and tools in base plans, with one-on-one coaching or specialist topics in higher tiers.
- Per module or bundle. Financial wellness bundled with retirement plan services, benefits platforms or wellbeing programs.
- Custom quote. Large and multi-country programs, and coaching-heavy programs, are quoted individually.
What drives the price
- Number of eligible employees
- Access to one-on-one coaching and its limits
- Specialist topics such as student loans or equity compensation
- Languages and countries covered
- Integration with benefits and retirement plan providers
- Communication and launch support
Fees to ask about before you sign:
- Session caps that require upgrades when demand grows
- Internal time to promote the program
- Overlap with tools your retirement plan provider already includes
- Separate fees for spouses or partners
- Costs of benefit changes the program encourages, such as higher matching participation
More on financial wellness platform
- All financial wellness platform, ranked
The full ranking, top picks and how to choose.
- Financial Wellness comparison table
Every product side by side: score, price and verified features.
- Financial wellness platform for enterprises
The ranking reweighted for enterprises.
- Financial wellness platform for healthcare
The ranking reweighted for healthcare.
- Financial wellness platform for mid-sized companies
The ranking reweighted for mid-sized companies.
- Financial wellness platform for retail
The ranking reweighted for retail.
- HR software pricing index
Median published prices in every HR category, free to reuse.
Get exact financial wellness quotes
Answer a few quick questions about your team and needs to see the products that fit, with their list prices; if a provider works with us, you can ask it for an exact quote.
LeadChange may earn a fee when you request pricing through our site or follow a sponsored link. Rankings never depend on whether a vendor pays us.We may earn a fee.
How we make money
LeadChange may earn a fee when you request pricing through our site or follow a sponsored link. Rankings never depend on whether a vendor pays us.