Five minutes in. A real benefits report out.
A free, structured way to take a clear look at your employee benefits before your next renewal — with peer benchmarks, a dollar-impact estimate, and a printable report you can share with anyone.
Answer ~5 minutes of questions
Company basics, what you offer today, what's frustrating, the day-to-day service experience you're getting, and renewal timing. Numbers can be approximate — directional is fine.
- No login required
- Save and resume anytime
- Skip questions that don't apply
We score the audit instantly
Your answers run through a deterministic, versioned scoring engine across seven categories. Same inputs, same scores — every time.
- 7 category scores
- Peer benchmarks for your size band
- Estimated dollar impact of your last increase
Scoring engine v2.4
Get your report on one page
A benefits benefit score, category-level findings, peer benchmarks, and a list of questions worth asking at your next benefits conversation — printable, shareable, no obligation.
- Printable PDF
- Share with your current broker
- Optional second opinion from a licensed advisor
What the audit checks
Seven independent categories
Where rising premiums and contribution strategy may be hurting you.
How much runway you have before your next plan year.
Whether your package keeps up with peers in your size range and industry.
Whether benefits dissatisfaction may be quietly costing you talent.
What good broker service looks like — benchmarking cadence, options shown, year-round communication.
Educational pointers on SHOP, ICHRA, level-funded, PEO, and more.
Federal and state tax credits and programs your size band may qualify for.
What this is
A diagnostic.
- A directional read on your benefits strategy
- Peer benchmarks for your employee size band
- A printable report you can share with anyone
- An optional second opinion from a licensed advisor
What this isn't
A quote, or a sales pitch.
- A real insurance quote (those require a full census)
- Legal, tax, financial, or insurance advice
- A tool to push you into a specific carrier or broker
- A replacement for your current broker if they're serving you well
Five minutes from now, you'll have a real report.
No credit card. No spam. Print it, share it, or just keep it for yourself.