Workplace insights that work for you
Better decisions start with better understanding. Explore the latest workplace perspectives on retirement and stock plan outcomes, evolving benefit strategies, and industry trends—and discover practical insights and resources to help employees feel confident and employers stay ahead of change.
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Schwab Retirement Plan Participant Outcomes Survey
A close look at Schwab participants in plans we service—how they're feeling and what they want in their benefits.
Why trust Schwab's expertise?
Broad participant reach
Serving millions of employees across thousands of workplace plans.
Decades of expertise
More than 40 years of helping employers support retirement, equity, and financial wellness.
Industry recognition
Consistently ranked among leading retirement and brokerage providers.
Insights grounded in data
Proprietary research based on both national studies and Schwab's own participants.
Participant outcomes
Understanding what drives real progress for employees is at the core of building stronger plans. Explore how participants in both retirement and stock plans are preparing for the future—what they value, where they struggle, and the factors that move them from optimism to true financial readiness.
Schwab Retirement Plan Participant Outcomes Survey
A close look at Schwab participants in plans we service—how they're feeling and what they want in their benefits.
Dive deeper with us
Reach out to our team for a more in-depth conversation.
Workplace benefits
The workplace benefits landscape is evolving quickly. See how policy shifts, market trends, and fresh approaches to equity and plan design are redefining what a competitive benefits package looks like—and how employers can adapt to meet the changing expectations of today's workforce.
Quarterly Self-Directed Brokerage Account Indicators reports
Timely insights into participant self-directed brokerage activity.
Connect with us
Want to dig into these findings? Connect with our team for a conversation.