Benefits Ownership Scorecard | EOBP
EOBP
Free Assessment | Takes 2 Minutes

How Well Is Your ESOP Actually Protected?

Most employee-owned companies are unknowingly letting healthcare costs erode what their people have built. Take this free scorecard to find out where you stand.

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Your Info
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Scorecard
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Your Score

Start with your information

Your results are personalized and confidential. We'll never share your information.

By submitting, you agree to be contacted by EOBP. We respect your privacy and will never sell your information.

Please fill in your name, company, and a valid email address.

Let's score your program.

Rate each area honestly. There are no right or wrong answers - only an accurate picture of where you stand.

Question 1 of 5
How would you rate your visibility into your company's actual claims data - who is driving cost and why?
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We get a summary at renewal - that's it
We review claims data monthly with our advisor
Your answer: 5 / 10
Question 2 of 5
Do your employee-owners understand that how they use healthcare directly affects what shows up in their ESOP account at year end?
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We've never connected those two things
It's core to our ownership culture messaging
Your answer: 5 / 10
Question 3 of 5
What has your healthcare cost trend looked like over your last three renewals?
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10%+ increases every year
Flat or below medical inflation consistently
Your answer: 5 / 10
Question 4 of 5
How aligned is your current benefits structure with the financial interests of your employee-owners?
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We have a standard off-the-shelf plan
Specifically designed around our ESOP culture
Your answer: 5 / 10
Question 5 of 5
Does your current benefits advisor proactively bring you cost-reduction strategies throughout the year - or do you primarily hear from them at renewal?
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Renewal only - that's the only time we talk
Proactive strategies and reviews throughout the year
Your answer: 5 / 10
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Score Breakdown
Claims Visibility
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Employee Engagement
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Cost Trend
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Plan Alignment
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Advisor Accountability
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This scorecard is for informational purposes only and does not constitute benefits or financial advice.