Free educational assessment

Find Out If Your Company Is Overpaying for Employee Benefits

Get a free benefits audit showing cost risks, renewal urgency, employee retention gaps, broker support issues, and options worth reviewing before your next renewal.

Takes about 5 minutes. No credit card. Educational insights only — not legal, tax, financial, or insurance advice.

How it works

1. Answer a few questions

About 5 minutes — company basics, current benefits, broker support, and renewal timing.

2. Get your audit report

A benefits health score, peer benchmarks, dollar-impact estimate, and what to ask your broker — all on one page.

3. Talk to an advisor (optional)

If you want a second opinion, request a review with a licensed benefits advisor. No quote pressure.

What the audit checks

A directional assessment across the areas most employers should review before renewal.

Health plan cost pressure

Where rising premiums and contribution strategy may be hurting you.

Renewal timing & urgency

How much runway you have before your next plan year.

Benefits competitiveness

Whether your package keeps up with peers in your size range.

Employee retention risk

Whether benefits dissatisfaction may be costing you talent.

Broker support quality

Benchmarking, options presented, and proactive communication.

Alternative strategy fit

Educational pointers on SHOP, ICHRA, level-funded, PEO, and more.

A free educational assessment — not a quote

The audit produces a benefits health score, category-level insights, and recommended next steps. At the end, you can request a review with a licensed benefits advisor.

  • Get a benefits health score
  • See cost, renewal, and retention risk
  • Get 3–5 next steps you can take today
  • See how you compare to peer employers your size
  • Get a printable PDF report

Frequently asked questions