Benefits at a Glance

Most employers provide employees with a standard benefit statement that highlights employee-specific data from the company’s online enrollment system and presents it in an easy-to-read, clear and concise two- to four-page overview that includes employee elections, employer/employee contributions, projected tax-savings from pre-tax contributions and total projected compensation, including employer-paid benefits.

These “Benefits-at-a-Glance” statements offer employees and their families a quick review of the options available and include benefit-by-benefit overviews that describe each benefit in simple terms.  Some are even designed to show how complicated plan design features work, such as co-pays, co-insurance, covered vs. non-covered procedures, flexible spending accounts and even the differences between HMO, PPO, POS and HDHP medical plans.

More employers are recognizing the value of using these easy-to-understand shortened communications as a way to share information not just about available health plan benefits, but all available benefits, including information on wellness, lifestyle and disease management programs, employee assistance programs and clinical screening programs, as well as requirements to achieve certain incentives.  Often these statements include a message from the CEO or HR Director to reinforce the employer’s sponsorship of the plan.

Employer Case Study: OfficeMax created this Benefits at a Glance as part of their 2013 Benefits Guide for employees.    View OfficeMax Guide

Example: Marketing Your Entire Strategy


One  employer introduced their company's strategy through an overall campaign that highlighted their health plan coverage,
value-based benefit design (using premium differentials) and an overview of the health improvement program offerings.

Their campaign included:
  • Overall goals and objectives of company benefits and programs

  • Health plan benefits, including what is changing and what is new

  • Specific requirements for the value-based incentive program

  • Available resources such as:

    • Online decision support and web-based tools

    • Benefits information via the company Intranet

    • Reinforcement of existing resources – e.g. self-care book

    • Wellness screening program information

    • Phone support – e.g. health coaching, nurse line, EAP, benefits hotline

    • Requirements for reaching out to a health coach or care counselor – e.g. before or after receiving certain types of health care

    • Important phone numbers and web site URLs to make finding this information easy and accessible