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BlackRock's Emergency Savings Initiative

Impact and Learnings
2019-2026

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BlackRock's Emergency Savings Initiative

Executive summary

Millions of Americans live paycheck to paycheck with no savings to fall back on.1

The absence of short-term savings does not just leave people exposed to unexpected expenses – it actively undermines their ability to build long-term wealth. Since the Federal Reserve began tracking the share of Americans unable to cover a $400 emergency in 2018, that figure has fallen only slightly, even as inflation has eroded what $400 can cover today.2 From 40% in 2018 to 37% now.

Meanwhile, the number of savers now reporting they would draw on their retirement savings in an emergency went up:3 from 33% in 2020 to 57% now.

Helping people build emergency savings is a critical first step toward addressing this savings crisis. The impact of emergency savings reaches far beyond covering a single unexpected expense.

It is the foundation for long-term financial well-being, helping individuals stay on track with long-term goals: avoiding costly debt, protecting and growing retirement savings, and building lasting financial security. ESI’s work has shown that emergency savings are strongly linked to higher retirement plan participation, with savers 70% more likely to contribute to retirement programs than non-savers.4 New ESI evidence continues to reinforce this relationship –in a new study, we show that 20% of emergency savers who were eligible for their employer's retirement plan began contributing to a 401(k) for the first time after initiating emergency savings.1The pattern holds across other dimensions of wealth building: accessible savings supports more consistent retail investing, protects education savings, and helps families stay on track through market volatility and unexpected shocks.5 6 7

Since its launch, ESI’s approach has centered on meeting people where they are. For most working Americans, that means the workplace. Commonwealth, a key ESI U.S. nonprofit partner, has worked to elevate awareness of this issue, research its causes and solutions, and collaborate with financial services providers and employers to pilot and scale solutions. By embedding savings features into the payroll systems, benefits programs, and financial apps employees already use and trust, ESI makes saving effortless at the moments people are most ready to act.

The value is clear across stakeholders. Financial insecurity is estimated to cost employers $250 billion in lost productivity and wages each year.8 Companies like UPS and Starbucks have seen emergency savings programs improve employee retention and drive stronger participation in their retirement plans. Financial service providers see the same value. From financial institutions like Truist to recordkeepers like Voya and payroll platforms like ADP, these features are products their customers want and actively use. The result is a model that works: employees build financial security, employers strengthen workforce outcomes, and providers deepen customer relationships.

ESI has also invested in research to deepen understanding of how emergency savings can support long-term wealth building, including The Investor Diaries, a joint effort by The BlackRock Foundation and Commonwealth. These insights help inform industry participants and policymakers on how to better support and sustain the next generation of investors.

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By the Numbers

66

ESI active savings projects between 2019-2026

22+ million

people reached with a savings solution through ESI*

$7.9+ billion

saved through ESI savings interventions3

*“Reach” is defined as an estimate of the number of people eligible for and with access to a savings solution under an ESI-supported project through December 2025.

Our Approach

Our Approach

To reach as many people as possible and drive meaningful engagement with new savings provisions, ESI focused on meeting people where they are, through channels that they trust, and at moments when they are most likely to engage. From the outset, ESI identified the workplace as the most powerful channel to scale emergency savings, and moved quickly to activate it, including with early partners like UPS, Levi’s, and Best Buy. Since then, the work of ESI has expanded beyond the workplace, reaching workers through direct-to-consumer fintech platforms, digital banking apps, and state savings programs. ESI and its partners use research, behavioral testing, and real-world pilots to put effective savings options in the hands of the employees and customers who need them most.

Key Accomplishments


Together with a growing alliance of employers, payroll and retirement plan providers, financial institutions and fintechs, and by sharing insights with policymakers, ESI has:

Shifted critical systems and inspired national conversation

Primarily benefiting people living on low and moderate incomes (LMI),4 ESI has shown that when workers have access to the right savings solutions at the right moments, they are able to build financial security that reaches far beyond a single emergency.

Shifted critical systems and inspired national conversation

Leading recordkeepers, including Voya, Fidelity, and T. Rowe Price, have brought emergency savings options to market, shifting the industry conversation from "if" to "when and how", and making short-term savings a standard part of the retirement plan experience.

$1.35 billion dramatic emergency savings growth at ADP

Through employers such as UPS, Starbucks, AutoNation, GXO, and The Fresh Market, and providers like ADP, Voya, Fidelity, SoFi, and Truist, ESI has driven the integration of accessible savings solutions into paychecks, 401(k) plans, and workplace bank accounts. Together, these solutions reach workers across industries, income levels, and geographies.

Demonstrated that emergency savings protects retirement and other forms of long-term savings

ESI research and partner data confirm that workers with liquid savings are more likely to participate in retirement plans and less likely to take early-retirement withdrawals from them. At participating employers, 20% of emergency savers began contributing to a 401(k) for the first time after opening an emergency savings account.

Spurred policy action

ESI research and evidence helped inform the creation of the SECURE 2.0 Act's emergency savings provisions, including the Pension-Linked Emergency Savings Account (PLESA) and the $1,000 Emergency Withdrawal provision. These provisions represent bipartisan recognition that short-term savings and retirement security work together.9

Acknowledgements


BlackRock and The BlackRock Foundation thank the following organizations for their leadership in expanding access to emergency savings:

Commonwealth
Financial Health Network
  • Acorns
  • ADP
  • ADP Retirement
  • Arizona State University
  • The Aspen Institute Financial Security Program
  • AutoNation
  • Best Buy
  • Bipartisan Policy Center
  • Brightside
  • Canary
  • Commonwealth
  • Community Development Bankers Association
  • Community Empowerment Fund
  • Compass Financial Partners, a Division of MMA Securities LLC
  • Dave
  • DCIIA Research Retirement Center
  • Research Retirement Center
  • Digital Federal Credit Union
  • Edquity
  • Esusu
  • Etsy
  • Even
  • Financial Health Network
  • The Fresh Market
  • Guadalupe Credit Union
  • GXO Logistics
  • Humana
  • Inclusiv
  • Lake Trust Credit Union
  • Levi Strauss & Co./RedTab Foundation
  • MarylandSaves
  • Mastercard - Branch
  • Mastercard - Urban FT
  • Millennium Trust
  • MX
  • National Credit Union Foundation
  • Nest
  • PA Treasury - Keystone Scholars
  • Park Community Credit Union
  • Propel
  • Public.com
  • Public.com
  • Qapital
  • SaverLife
  • Self
  • Self-Help
  • Shared Harvest
  • Simple
  • SoFi at Work
  • Spruce built by H&R Block
  • Starbucks
  • Treasury Department Federal Credit Union
  • T. Rowe Price
  • Truist Bank
  • Union Plus
  • Uber
  • UPS
  • Virginia Credit Union
  • Varo
  • Voya Financial
  • Wisely by ADP

BlackRock's Emergency Savings Initiative

Impact and Learnings
2019-2026

Disclaimers

  1. This report is for informational purposes only and does not constitute investment or other professional advice. No part of this report may be reproduced without the prior written consent of BlackRock.
  2. BlackRock’s support of ESI was provided through grants from The BlackRock Foundation and The BlackRock Charitable Gift Fund, a donor-advised fund at Fidelity Charitable Gift Fund. The public policy activities described in this report were carried out by ESI partners, and The BlackRock Foundation does not engage in lobbying activities or earmark its grant funds for use in lobbying activities.

Footnotes

  1. Source: Commonwealth, April 2026.
  2. "Reach" refers to the estimated number of people eligible for and with access to a savings solution under an ESI project fromJanuary 2019 through December 2025.
  3. Emergency savings generated refers to total contributions made to emergency savings accounts. This includes individual and employer contributions and incentives, where available.
  4. Low and moderate income is defined by ESI as those with annual household income of $75,000 or less.

Endnotes

  1. Federal Reserve Bank of St. Louis, When the Unexpected Happens, Be Ready with an Emergency Fund, September 2025.
  2. Board of Governors of the Federal Reserve System, Report on the Economic Well-Being of U.S. Households in 2024, May 2025.
  3. BlackRock, Read on Retirement, 10th Annual Edition, September 2025.
  4. Commonwealth and DCIIA Retirement Research Center, Emergency Savings Features That Work for Employees Earning Low to Moderate Incomes, 2022.
  5. Commonwealth, Retail Investors on the Rise, March 2026.
  6. Commonwealth, Understanding Today’s Retail Investor, October 2025.
  7. Commonwealth, Building 529 Engagement Through Integrated Emergency and Educational Savings: The Savings Pocket, 2024.
  8. Mercer, Inside Employees’ Minds Financial Wellness Volume 2, 2017.
  9. Tara Siegel Bernard, “New Spending Bill Makes It Easier for Americans Saving for Retirement,” The New York Times, December 2022.