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Employer Benefits IQ
Sample Report — Demo Data
Benefits IQ Score™

Employer Benefits Scorecard

Acme Manufacturing Co.250 employees · ManufacturingAugust 15, 2026Fully Insured

Overall Score

Benefits IQ Score™ — Acme Manufacturing Co.

61/ 100
FairSilver Tier9 of 48 tools completed

Acme Manufacturing Co. has several solid practices in place — particularly in care navigation and compliance — but pharmacy spend, funding strategy, and financial performance represent material improvement opportunities estimated at $275K–$500K annually.

Priority Actions

Top 3 Improvement Opportunities

Based on your domain scores and peer benchmarks, these three areas represent the highest-impact opportunities for Acme Manufacturing Co..

1Pharmacy Benefits

PBM contract lacks rebate pass-through and specialty management

Estimated $180K–$320K annual savings opportunity

Review PBM Contract
2Funding Strategy

Fully-insured structure limits cost control and data access

Level-funding or self-funding could reduce costs 8–15%

Assess Self-Funding Readiness
3Financial Strategy

Per-employee cost 11% above mid-market benchmark

Renewal trajectory projects $95K+ in avoidable cost increases

Model Renewal Impact
Domain Scores

12-Domain Performance Breakdown

Each domain is scored 0–100 and weighted by its relative impact on total plan performance. Scores are derived from completed tool assessments.

Financial Strategy
14% weight
54

Per-employee cost is 11% above mid-market peers. Renewal trend suggests 8–12% increase without intervention.

Run the Renewal Impact Calculator to model alternative funding scenarios.

Renewal Impact Calculator
Compliance
12% weight
78

ACA and ERISA filings are current. CAA 2026 gag-clause attestation completed. Mental Health Parity analysis is overdue.

Complete the CAA 2026 Employer Compliance Assessment to close the remaining gap.

CAA 2026 Assessment
Funding Strategy
11% weight
42

Fully-insured structure limits cost transparency and data access. Self-funding readiness score indicates moderate feasibility.

Use the Self-Funding Readiness Tool to evaluate transition options.

Self-Funding Readiness
Pharmacy Benefits
11% weight
38

Pharmacy spend is 23% above benchmark. No rebate pass-through clause. Specialty drug management is absent from the contract.

Run the PBM Contract Review to identify high-risk contract terms.

PBM Contract Review
Plan Design
9% weight
65

Single-option plan design limits employee choice. HDHP/HSA pairing is available but underutilized (18% enrollment).

Explore the Plan Design Optimizer to model multi-option architecture.

Plan Design Optimizer
Employee Experience
9% weight
71

Benefits satisfaction survey scores are above average. Open enrollment communication is timely but lacks personalization.

Review the Benefits Communication & Enrollment Score for improvement opportunities.

Communication Score
Transparency
8% weight
47

Machine-readable files are posted but not actively monitored. Price transparency tools are not promoted to employees.

Complete the Transparency in Coverage compliance review.

Transparency Review
Vendor Management
8% weight
55

TPA contract is 4 years old with no performance guarantees. No formal vendor scorecard in place.

Use the TPA Comparison tool to benchmark your current administrator.

TPA Comparison
Risk Management
8% weight
49

Stop-loss specific deductible is above peer median for this group size. Aggregate corridor is 125%.

Run the Stop-Loss Sizing Tool to right-size your deductible.

Stop-Loss Sizing
Care Navigation
5% weight
83

Virtual primary care is available and utilization is strong at 34%. Centers of Excellence referrals are in place for oncology.

Maintain current navigation strategy and evaluate MSK program expansion.

Navigation Comparison
Mental Health Parity
3% weight
58

EAP utilization is below average at 4.2%. Non-quantitative treatment limitations have not been formally analyzed.

Complete the EAP & Mental Health Access Review.

Mental Health Review
Communication
2% weight
69

Annual benefits guide is distributed but not available digitally. No year-round benefits communication cadence.

Review the Open Enrollment Communication Tips resource.

Communication Tips
Peer Benchmarks

How You Compare to Mid-Market Peers

Benchmarks are drawn from the EBIQ National Benefits Benchmark dataset for employers with 100–499 employees in manufacturing and distribution.

MetricAcme Manufacturing Co.Peer MedianDelta
Per-Employee Cost$8,420$7,580+11%
Pharmacy % of Claims28%22%+6 pts
Stop-Loss Spec. Deductible$85K$75K+$10K
EAP Utilization4.2%6.8%-2.6 pts
HDHP/HSA Enrollment18%31%-13 pts
Care Navigation Utilization34%28%+6 pts

Source: EBIQ National Benefits Benchmark, 2026 edition. Peer group: 100–499 employees, manufacturing/distribution. View full benchmark dataset →

Well Positioned

Compliance

ACA and ERISA filings are current.

78

Employee Experience

Benefits satisfaction survey scores are above average.

71

Care Navigation

Virtual primary care is available and utilization is strong at 34%.

83

Needs Attention

Financial Strategy

Per-employee cost is 11% above mid-market peers.

54

Funding Strategy

Fully-insured structure limits cost transparency and data access.

42

Pharmacy Benefits

Pharmacy spend is 23% above benchmark.

38
Your Full Report Includes

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Score History & Trend

Track your composite score over time as you complete more tools and implement recommendations.

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Personalized Action Plan

A prioritized roadmap of 10–15 specific actions ranked by estimated impact and implementation effort.

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Tool Recommendations

AI-matched tool suggestions based on your weakest domains and highest-impact improvement opportunities.

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Savings Estimates

Dollar-range estimates for each opportunity area based on your group size and current plan metrics.

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Downloadable PDF Report

A branded, shareable PDF scorecard you can present to your broker, CFO, or benefits committee.

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Benchmark Deep-Dives

Detailed peer comparisons across 20+ metrics segmented by industry, size, and funding arrangement.

Get Your Score

See how your plan compares

The Benefits IQ Score™ is free, takes 8–12 minutes, and gives you a personalized 12-domain analysis with peer benchmarks and a prioritized action plan.

No credit card. No sales call required. Results delivered instantly.

How the Score Works

The Benefits IQ Score™ is a weighted composite across 12 performance domains. Each domain is scored 0–100 based on your responses to tool assessments. Domains are weighted by their relative impact on total plan cost and employee outcomes.

Score Bands

Excellent80–100
Good65–79
Fair45–64
Needs Attention0–44

Methodology

Scores are based on employer-reported data from completed tool assessments. Benchmarks are drawn from the EBIQ National Benefits Benchmark dataset.

Read the full methodology