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Self-Funded Health Plan Optimization Assessment

Self-funded plans offer significant cost advantages — but only when they're designed, monitored, and optimized correctly. BeneEase evaluates your entire plan ecosystem to uncover what's driving costs and what you can do about it.

Available directly to employers and in partnership with benefits brokers

Let BeneEase Optimize Your Plan

Why most self-funded plans underperform

Self-funded plans generate more data than any other benefits structure — and most employers aren't using it. Stop-loss gaps, misaligned pharmacy spend, underperforming vendors, and unchecked utilization patterns quietly erode plan performance year over year. Without an experienced advisor reviewing the full picture, you're flying blind on one of your largest operating expenses.

How BeneEase optimizes your self-funded plan

Here's what our assessment covers:

  • Claims & utilization analysis — identify your true cost drivers and high-impact opportunities

  • Stop-loss strategy review — ensure your specific and aggregate coverage is structured to actually protect you

  • Pharmacy spend evaluation — benchmark your PBM performance and identify savings opportunities

  • Vendor alignment audit — assess whether your TPA, networks, and point solutions are working together effectively

  • Actionable roadmap — prioritize recommendations by impact and feasibility

What you get

  • Comprehensive findings report with data-backed insights

  • Stop-loss gap analysis and recommendations

  • Pharmacy spend benchmarking summary

  • Vendor performance scorecard

  • Prioritized optimization roadmap with next steps

Ready to find out what your plan is really costing you?

Most employers are surprised by what a fresh set of expert eyes uncovers. BeneEase gives you the clarity to make smarter benefits decisions — and the roadmap to act on them.

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