ROI Calculator
Enter your team size and average salary. See what financial stress is costing you today — and what you'd save with FundWise.
No signup needed. Results update instantly.
Full-time headcount
Ballpark is fine — median employee pay works well
Based on peer-reviewed research. Citations below.
Enter your employee count and average salary above to see your personalized estimate.
Annual Productivity Loss
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Financial stress reduces focus, increases absenteeism, and pulls employees off task. Research estimates $4,257/employee/year in lost productivity.[1]
Annual Turnover Cost Exposure
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Replacing an employee costs ~33% of annual salary in recruiting, onboarding, and lost productivity. Financial stress is a top driver of voluntary exits.[2]
Estimated annual savings with FundWise
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Financial wellness programs are associated with a 28% reduction in financially-driven turnover, plus meaningful productivity recovery.[3]
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Estimated return on the Quarterly Plan ($2,999/yr)
Research backing
Every figure in this calculator comes from published research. We use conservative midpoints — the actual cost to your business is likely higher.
$4,257 per employee, per year
Financial stress reduces on-the-job concentration, increases absence, and drives presenteeism. Estimates across multiple studies range from $2,000 to over $7,000 per employee annually — this calculator uses a conservative $4,257 midpoint.
Financial Health Network / John Hancock 2023 Employee Financial Wellness Report; see also BrightPlan 2023 Wellness Barometer Survey33% of annual salary to replace one employee
Recruiting, screening, onboarding, and the productivity ramp for a new hire adds up fast. For a $52,000/yr employee, that's ~$17,000 gone every time someone quits.
Work Institute 2023 Retention Report; SHRM Human Capital Benchmarking Study28% reduction in financially-driven turnover
Employers who offer financial wellness programs see measurably lower voluntary turnover among financially stressed employees. PwC's annual survey consistently finds this correlation across industries and company sizes.
PwC Employee Financial Wellness Survey, 2023 edition