For business owners

Employee Benefits Optimization

Build a benefits package people stay for

We benchmark what you offer against the market you actually hire in, then redesign it so the same spend buys more retention.

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No-cost consultation1.5 hours

What this covers

  • Comprehensive benefits package design
  • Cost-benefit analysis and competitive benchmarking
  • Employee retention strategies through benefits
  • Strategic benefits optimization planning

How it works

    • Current benefits, employer cost and participation rates
    • Headcount, roles and where you compete for people
    • Turnover, and which roles it is concentrated in
    1

    Before we meet

    We collect what you offer today, what it costs you, and how much of it employees actually take up.

    • Benchmarked against employers competing for the same people
    • Benefits with low take-up that could be redirected
    • What employees consistently value more than employers expect
    2

    In the meeting

    We compare your package to the market you hire against, and find where the spend is not buying what you think.

    • The proposed package, with cost against the current one
    • What changes at renewal versus what can move sooner
    • How to communicate it so the value is understood
    3

    What you leave with

    A redesigned package with the cost impact modeled, and a rollout sequence your team can actually run.

Score your benefits and tax stack

Five federal changes enacted in 2026 reshaped what a small-business benefits and tax stack should look like. Two minutes to see which of them apply to you.

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Questions people ask first

How we are paid

No-cost consultationImplementation engagement: $1,375

Your fee buys the plan design · Carrier commissions if you enroll.

Start with the Employee Benefits Optimization

Benefits package design, cost-benefit analysis, competitive positioning