1.How would you rate the overall strength of your medical benefits program (plan design, funding strategy, pharmacy, network, wellness)?
Medical benefits represent 30% of your portfolio score. This question provides a holistic self-assessment of your medical strategy.
2.How would you rate the overall strength of your account-based benefits program (HRA, FSA, HSA, ICHRA, QSEHRA)?
Account-based plans represent 15% of your portfolio score. This question provides a holistic self-assessment of your ABP strategy.
3.How would you rate the overall strength of your core benefits program (STD, LTD, life, AD&D, dental, vision)?
Core benefits represent 15% of your portfolio score. This question provides a holistic self-assessment of your core benefits strategy.
4.How would you rate the overall strength of your voluntary benefits program (supplemental health, life, legal, identity protection)?
Voluntary benefits represent 10% of your portfolio score. This question provides a holistic self-assessment of your voluntary benefits strategy.
5.How would you rate the overall strength of your workforce benefits program (EAP, leave, financial wellness, education, commuter, communication)?
Workforce benefits represent 15% of your portfolio score. This question provides a holistic self-assessment of your workforce benefits strategy.
This tool provides educational decision support only. Results are not legal, tax, actuarial, or insurance advice. Validate all outputs against current plan documents, applicable law, and qualified professional guidance. Scoring version 1.0 · Reference year 2026.
