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Employee Financial Wellness & Benefits Utilization Survey

Measures how financial stress shows up at work, how well employees understand and use existing financial benefits, and where new investment would land best. Built for HR and total-rewards teams, with an AI follow-up interview that uncovers why eligible employees skip benefits they say they value.

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샘플 질문

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질문 14개 · 약 7분
Q01
메시지

Thanks for taking a few minutes on this one — it's about money stress and the financial benefits available to you, not a performance review. Nothing you say is tied to your pay or manager. Your responses are completely confidential and anonymized. About 5-6 minutes.

Q02
객관식필수

In the last 3 months, how often have money worries made it hard to concentrate at work?

  • Never
  • Once or twice
  • About weekly
  • Most days
Q03
의견 척도필수

How confident are you that you could cover an unexpected $1,000 expense right now without going into debt?

척도: 1 – 10
최소:Not at all confident최대:Extremely confident
Q04
매트릭스필수

For each benefit below, which best describes your experience with it?

6개 행 × 4개 열
  • Employer retirement match
  • HSA/FSA account
  • Free financial counseling (EAP)
  • Student loan repayment assistance
  • Emergency savings program
  • 외 1개
열: Never heard of it · Heard of it, haven't used it · Used it once or twice · Use it regularly
Q05
최선·최악 선택형(MaxDiff)필수

Which of these potential benefits would matter most to you, and which would matter least?

  • Higher employer retirement match
  • Employer-seeded emergency savings account
  • Student loan repayment assistance
  • One-on-one financial coaching sessions
  • Homebuying down-payment assistance
  • Childcare cost subsidy
  • Tuition reimbursement
세트별 최선·최악 선택최선:Most valuable to me최악:Least valuable to me
Q06
점수 배분필수

Imagine your employer has $100 in new financial wellness budget per employee to spend. How would you split it across these areas?

  • Retirement matching
  • Emergency savings program
  • Debt payoff support
  • Financial education/coaching
  • Direct cash bonus
100점 배분
Q07
평점 척도필수

Overall, how satisfied are you with the financial wellness support your employer currently offers?

범위: 1 – 5
최소:Very dissatisfied최대:Very satisfied
Q08
객관식

How would you prefer to get financial wellness help, if you needed it?

  • One-on-one coaching (phone/video)
  • Live group workshops
  • Self-serve app or online tool
  • Written guides or email tips
  • I wouldn't seek help
Q09
AI 인터뷰

Explore the gap between the respondent's stated financial confidence/stress and their actual use of available benefits. If they rated low confidence in covering a $1,000 expense but haven't used relevant benefits (emergency savings, coaching, EAP), ask directly what stopped them — awareness, trust, privacy concerns, timing, or the benefit not fitting their situation. If they've never used any benefit, probe whether they even knew who to ask. Anchor the conversation on one concrete recent moment of financial stress they mentioned, and end by asking what single change would have made the most difference.

Q10
메시지

Just a few optional background questions to help us see patterns across groups — feel free to skip any.

Q11
객관식

Which age range are you in?

  • Under 25
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Prefer not to say
Q12
객관식

What is your approximate annual household income?

  • Under $40,000
  • $40,000-$69,999
  • $70,000-$99,999
  • $100,000-$149,999
  • $150,000 or more
  • Prefer not to say
Q13
객관식

How long have you worked at this organization?

  • Less than 1 year
  • 1-3 years
  • 4-9 years
  • 10+ years
  • Prefer not to say
Q14
메시지

That's everything — thank you for being candid about a topic that's often hard to talk about. Your responses will be combined with others (never shared individually) to shape which financial wellness benefits we invest in next.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • Pairs quantitative measures (confidence in covering a $1,000 expense, benefit-by-benefit experience matrix, MaxDiff on potential new benefits, constant-sum budget allocation) with an AI follow-up interview that specifically probes why employees skip benefits they say they value — something a static question list can't do.
  • Includes a rating and satisfaction question alongside a preference question on how employees want to receive financial wellness help, giving HR both a scorecard and an actionable channel preference.
  • Uses conversational chat messages to frame a sensitive money-stress topic respectfully, which can improve honesty on questions about concentration/stress and household income.
  • Demographic questions (age, income band, tenure) are placed at the end and framed as optional/for-pattern-analysis, supporting segmentation without front-loading sensitive asks.

SurveyMonkey

Financial Benefits And Wellness Survey Template

A fielding-ready, static template covering financial wellness and benefits topics on a well-known survey platform. It's a fixed question set meant to be launched as-is or lightly edited, with SurveyMonkey's standard reporting layered on top. No mechanism for probing why an individual respondent's stated attitudes and behaviors diverge.

잘하는 점

  • Ready-to-deploy template on a mainstream, widely trusted survey platform
  • Likely benefits from SurveyMonkey's standard analytics/dashboard reporting
  • Simple to launch quickly for HR teams already familiar with the tool

아쉬운 점

  • Static question list with no adaptive AI follow-up to explore individual gaps between stated and actual behavior
  • No per-response quality scoring
  • No published methodology or prompt transparency since there's no AI interview layer

Jotform

Financial Wellness Survey Form Template

A drag-and-drop form template aimed at collecting basic financial wellness data rather than running a structured research study. Good for quick, simple data capture, but it's a form-builder product, not a purpose-built research instrument for HR/total-rewards analysis.

잘하는 점

  • Easy no-code customization via Jotform's form builder
  • Fast to set up for basic data collection
  • Familiar interface for teams already using Jotform for other forms

아쉬운 점

  • No adaptive interviewing or voice AI option — purely a static form
  • No built-in per-response quality scoring or automated analytical report generation for this kind of behavioral research
  • Not purpose-built for benefit-utilization analysis (e.g., no MaxDiff, constant-sum budget allocation)

QuestionPro

Employee Benefits Survey Questions + Sample Questionnaire Template

This page is framed as a sample questionnaire and question bank for employee benefits research, closer to a guide than a one-click fielding-ready template. It's useful as a reference for question ideas, and QuestionPro's platform does support survey logic, but the page itself emphasizes sample questions over a deployable instrument.

잘하는 점

  • Broad sample question bank covering multiple benefits topics
  • Backed by QuestionPro's established survey platform capabilities (logic, reporting)
  • Useful as a reference/starting point for building a custom questionnaire

아쉬운 점

  • Presented as sample questions/guide rather than a ready-to-field structured instrument
  • No adaptive AI follow-up or voice interview capability referenced
  • No automated quality scoring or transparent AI-prompt methodology

SurveySparrow

Employee Benefits Survey: What, Why and How

Despite living under a 'templates' URL, this page reads as an explainer article (what/why/how) about employee benefits surveys rather than a turnkey questionnaire ready to field. It's helpful for understanding survey rationale, but a researcher would need to build the actual instrument separately.

잘하는 점

  • Educational framing that explains the purpose and value of an employee benefits survey
  • Associated with SurveySparrow's conversational survey platform for later building
  • Can help HR teams justify running such a survey to stakeholders

아쉬운 점

  • Reads as a guide/explainer rather than a ready-to-deploy question set
  • No adaptive AI interviewing or voice-based follow-up described
  • No indication of automated response quality scoring or transparent AI prompts

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