HealthEquity, Inc.
healthequity.com ↗In their words
“Renewals once again on pace to be well above 90% for the year”
“Relationship executives managing HealthEquity's 500 largest employer clients, achieved a 97% retention rate in FY 2021”
“Then, Mark, the best companies in the world at this organizations like USAA that are the gold standard, have net promoter scores at the consumer level in the 70s and low 80s.”
NPS disclosures (2)
And I think one of the things that I'm most proud of is as you look at how we're serving our customers, as you look at NPS or CSAT, we're seeing nice improvement to both of those metrics, which is you know, those members that are content contact us, how…
Then, Mark, the best companies in the world at this organizations like USAA that are the gold standard, have net promoter scores at the consumer level in the 70s and low 80s.
Retention disclosures (2)
Retention rate: 90% (Q2 2027) — “renewals once again on pace to be well above 90% for the year”
Retention rate (500 largest employer clients): 97% (FY 2021) — “relationship executives managing HealthEquity's 500 largest employer clients, achieved a 97% retention rate in FY 2021”
Lighthouse companies in Payments, wealth & financial services
About these figures
Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.
NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.