Benefits Snapshot Review

$97

A quick, confidence‑boosting audit for employers who want clarity fast.

The Benefits Snapshot Review gives you a concise, professional overview of how your current benefits plan is performing — without committing to a full consulting engagement.

You’ll receive a focused analysis that highlights:

• The key strengths of your current plan
• Early signs of overspending or plan drift
• Whether your plan aligns with Canadian market norms
• 5–7 low‑effort “quick win” improvements
• A clean, 1‑page summary you can share internally

This tier is ideal if you want an objective second opinion on your plan’s health, financial efficiency, and competitiveness — but don’t yet need a full deep dive.

Perfect for: HR, Office Managers, and smaller employers looking for direction and fast clarity.

Employee Benefits Alignment & Effectiveness Survey

$197/yr

This annual survey will keep your financial and non financial benefits, perks and rewards continIously dialed-in.

Our 360 reporting will help you determine what employees value most and cultivate testimonials and feedback that you can use throughout your entire employee experience. From recruiting, to onboarding - benefits become the story to help you architect your best in class culture.

Benefits Performance & Benchmarking Assessment

$497

A comprehensive, consulting‑grade evaluation of your entire benefits plan — without the consulting‑firm price tag.

The Benefits Performance & Benchmarking Assessment is your full, financial‑grade analysis — something most consulting firms charge $1,500–$3,500+ for.

You’ll receive a complete strategic evaluation of your plan, including:

• Detailed performance review (claims, renewals, cost trends)
• Advanced benchmarking against Canadian companies of similar size/industry
• Overspending risk analysis (direct + hidden inefficiencies)
• Design competitiveness review for all major coverage areas
• Technology & administration audit (HRIS, payroll, onboarding, claims)
• Talent impact assessment (recruitment, retention, employer brand)
• Broker/advisor value assessment (service gaps + missed opportunities)
• A prioritized roadmap of high‑impact improvements
• An executive‑ready written report
• Optional 15–20 minute Zoom walkthrough / strategy call (no sales pitch).

This tier delivers the clarity, insight, and strategic recommendations leaders need to confidently improve costs, competitiveness, and employee satisfaction.

Perfect for: CFOs, HR Executives, and business owners who want a complete, objective, second‑opinion on their benefi