BrightPlan Group
A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success.
A leader in Total Financial Wellness. The BrightPlan solution is built to lead all employees to financial success.
Published Aug 23, 2026
| Starting Price | Not public (contact sales) | Not public; priced PEPM | Published baseline pricing with per-month and per-participant components plus advisory fees; implementation fees may apply |
| Best For | Employers seeking a combined digital platform, planner access, fiduciary-positioned guidance, and HR analytics | Employers seeking a financial wellbeing program with education and coaching framed as PEPM | Employers focused on retirement plan modernization and plan administration with published baseline pricing |
| Key Strength | Emphasis on fiduciary certification, hybrid digital and planner model, employer analytics and measurement framework | Financial wellbeing programming and PEPM packaging; global posture | Transparent published pricing for core retirement services; depth in retirement plan administration |
| Key Weakness | Limited third-party review volume and limited public security documentation; pricing not transparent | Pricing still requires a quote; depth in complex wealth planning depends on package | Not a full "total financial wellness" platform by default; focused primarily on retirement plan services |
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