Employee Financial Wellness

Help your best people feel financially on track—without adding work for HR

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What employees see

33% of employees say financial stress affects their productivity

Available same-day via enrollment code through your PEO

60% of employees say they are stressed about their finances

Enrich requires zero IT integration or custody change

Why financial stress persists, even at high incomes

Good salary. Good benefits. Still anxious about money.

High earners face a different kind of financial stress. It's not about making ends meet—it's about not knowing whether their fragmented accounts, equity comp, and retirement plans actually add up to a plan. HR can't answer that question. Advisors cost too much. And no existing wellness benefit was built for it.

Fragmented accounts, no unified view

401(k) here, IRA there, taxable at another brokerage. Employees can't see the big picture without a spreadsheet.

Benefits feel underutilized

Employees don't appreciate the retirement match and equity grants they already have because they can't see how they fit together.

HR gets questions it can't answer

"Am I saving enough?" "Is my allocation right?" These aren't HR questions—but they land in HR inboxes anyway.

What Enrich does for your workforce

Turn your existing benefits into a coherent plan for your employees.

Inside the app

Portfolio intelligence delivered:

Enrich’s portfolio-tracking app is simple enough for a 10-minute check-in and powerful enough to replace a spreadsheet.

Your investment accounts linked in one place—401(k), IRA, HSA, brokerage

Goals set up by name: Retirement, Kids' college, First home

On-track/off-track status for each goal, updated daily

Alerts when portfolio drifts, idle cash builds up, or a rebalance is needed

Plain-English trade checklists—employee reviews and executes at their own broker

Flat $50/year—or employer-subsidized at your discretion

Manage your financial goals effectively with one dashboard to see your financial plan.

Start Tracking Your Portfolio Smarter—with Real-Time Insights

Understand your financial plan and get alerted when things need attention.

Need Answers?

Common questions

Are we giving investment advice by offering this?

No. Enrich is a registered investment adviser that serves employees directly. You're providing access to a software benefit, just as you would for any HR or productivity tool.

What if adoption is low?

We provide a full launch kit: email templates, a 20-minute employee webinar, and manager talking points. Enrich is built for the segment of your workforce most likely to seek this out—high earners who are already managing their own finances.

Does this conflict with our 401(k) plan advisor?

No. Enrich doesn't touch plan assets, give fund-level advice, or compete with your plan advisor's role. It gives employees a view their plan advisor doesn't provide and isn't designed to.

Do we have access to our employees' portfolios?

No. You get monthly anonymized engagement metrics (activated %, connected accounts, NPS) so you can show value at renewal.