Participant Trends and Behaviors


During this presentation, Schwab outlines insights and key findings from their 3rd party Annual Employee Study for Employers. 



Plan sponsors, equity compensation professionals and other functions that touch stock or employee stock purchase plans have a desire to better understand employee behaviors that help them improve plan management and employee engagement. With this foundation of understanding and insight, these professionals will be able to make informed decisions when managing their equity compensation programs and how they improve working with their plan participants.

This study was completed by 1,000 active equity compensation/ESPP participants that work for public or private companies. These trends will help equity compensation professionals manage expectations among leaders in your firm and clarify how employees in today’s market are connecting stock plans to financial wellness, retention and employer selection.

We cover: 

  • Insights compiled from over 1,000 participants
  • Trends in equity compensation management
  • Participant behavior and engagement
  • Financial wellness, retention and employer selection

Your privacy is very important to us.


Together, we’re in it to win it.

"My favorite feature of the platform is the reports. Being able to pull up a report when requested by HR or finance and handing it off and knowing it's accurate. The biggest benefit with the platform is accuracy, time management and the support."

- Lorna G.

Black Hills Corporation

"We cannot live without Participant Portal. The Participant Portal has helped our employees so much, they can run the reports that they need. It's so user friendly, we can't go back. We have seen a huge reduction in time using Certent, it has helped us be more effective and efficient with our time."

- Jamie H.
Valmont Industries

"The accuracy of the Grant Administration and the financial reporting aspect gives us access to information we didnt have with other solutions. The system has freed me up to be more strategic."

- Terry T.


About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

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