The ultimate guide to the employee benefits survey.

Just in time for benefits renewals, here's your guide to mastering the annual employee benefits survey.

The employee survey is an art. 🎨

When employers get it right, these surveys can lead to an informed benefits renewals strategy, a stronger foundation of employee support, and an overall happier workplace.

But mastering this craft takes nuance. So with renewals season right around the corner, Nava Benefits is sharing all you need to create an effective survey, get actionable feedback, and put that data to work in building a stronger benefits offering.

The five golden rules of the survey.

  1. Don't ask if you're not willing to make changes.
  2. Look at the trends, but don’t miss out on the outliers. A great benefits offering can offer value to the full spectrum of your employee population — and if it’s missing some folks, it matters.
  3. Quantitative data draws the big picture, but qualitative data fills in the details. Make sure your survey can capture both.
  4. Respect the trifecta: literacy, adoption, and sentiment. If you want an effective survey, you need to test for all three.
  5. Transparency leads to trust. Don’t forget to share key findings with participants afterwards.
On-demand video
Resource

Survey Building Masterclass

Our team of benefits experts and advisors are sharing their top tips for every stage of the survey process — from building your questions, to analyzing results, to communicating key takeaways — all in bite-size on-demand videos.

Watch now

Want this? Try that.

If you want to make a business case for building out your benefits offering, try asking...
  • "If we offered one additional benefit that you do not have access to today, what would you want that to be?"
If you want to save your employees some cash but don't know how, try asking...
  • "Would you rather pay less on your monthly premiums, or have a lower deductible?
If you want to determine how well your offering covers out-of-pocket costs, try asking...
  • "To what extent do you feel financially stretched paying for your annual health costs?"
Free template

Download your unbranded, plug-and-play sample survey.

Clearly survey-building is a lost art form. So if you don’t have the bandwidth to create your own masterpiece, you can put those art supplies away. Because we did it for you.

Download the survey template using your preferred platform:
Google form
Simply click "Make a copy", edit as you see fit, and send away!
Get the Google Form
PDF
Feel free to edit and make it your own.
Get the PDF

Three non-negotiables of a great survey.

~10 minutes to complete
Any longer and folks may dip out early. Any shorter and you might be missing key details.
Anonymous
If you want the nitty gritty, you’ll need to give folks the space to speak freely.
Feedback boxes galore
Sometimes a multiple choice answer won’t cut it. These short answer boxes open the door to elaboration.
Resources

Your survey-building crash course.

Everything you need to know to build your employee benefits survey
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Get a free
survey analysis.

When it comes time to analyze the data, sometimes you need an extra pair of eyes to see the forest through the trees. Use our survey template and get a free analysis — we’ll take your raw data and turn it into a report with actionable guidance, just in time for benefits renewals.

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