Benchmarking Reports

General: Generating Reports & Review Report

• Generate a Governance Review
• Video: How to Update the Budget for Benefits - Benefits as a Percentage of Payroll (2:22)
• Edit Comments or Notes in a Report
• Access Manage Reports
• Share Reports with Client Contacts

Plan Insights: Priority Insight Report

• Preferred Benchmarking on Priority Insight and Bar Reports
• What are CALEB Insights?
• Search Solutions from CALEB Insights
• Video: Featured CALEB Insight - Second Opinion (2:32)
• Video: Featured CALEB Insight - Retirement Plans (2:44)
• Video: Featured CALEB Insight - Employee Assistance Program (2:34)

Plan Insights: BAR Score

• Why is my BAR Score so low?
• What is the BAR Score?
• Improve my Bar Score
• View my Bar Score

Benchmarking FAQ

• What is a Managed Formulary?
• What is a Tiered Formulary
• Difference between Paramedical Combined Maximum vs Overall Maximum
• What is "Closed Drug Definition"?
• 4 Different Types of Benchmarking Reports
• Benchmarking Terms (Glossary)

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Benefit Plan Renewal

• How to Generate a Benefit Plan Summary Report

Retirement Plan Details

• Generate a Retirement Report