Workplace Finance Monitor Report: Equity Site Navigation and Menu Design
Menu design and site navigation directly impact whether participants can efficiently manage their plans or struggle to complete basic tasks on equity plan websites. A well-designed navigation structure minimizes customer support calls and user errors, which is particularly important given that many participants interact with these platforms infrequently and may have varying levels of financial literacy. Providing strong navigation and information architecture can also reduce confusion around complex financial tasks—like exercising options, viewing vesting schedules or understanding tax implications—by organizing information logically and using clear, jargon-free labels. Firms stand out with logical, navigable menu taxonomy; familiar, low click paths to high-traffic pages; predictable and user-friendly secondary navigation features; and effective, easily recognizable signposting that helps orient participants throughout their journey. This report highlights how firms structure their sites to support navigation from page to page
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