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Employee Benefits Marketplace Shopping Experience Survey

Measures how employees actually experience shopping for their benefits on your online enrollment marketplace — ease of comparing plans, trust in the tools, and confidence in the final choice. Built for HR and benefits teams evaluating an enrollment platform, with an AI follow-up that digs into the specific moment a chooser got confused or nearly picked the wrong plan.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share your experience shopping for benefits online this year! Your feedback helps us make the enrollment marketplace easier to use next time. This should take about 5 minutes.

Q02
Multiple ChoiceRequired

How did you complete this year's benefits enrollment?

  • Entirely through the online marketplace
  • Mostly online, with some help from HR or a paper form
  • Mostly by phone or in person with HR
  • I haven't completed enrollment yet
Q03
Opinion ScaleRequired

How easy was it to navigate the online benefits marketplace to compare your options?

Scale: 1 – 7
Min:Very difficultMax:Very easy
Q04
Matrix

How much do you agree with each statement about your online shopping experience?

4 rows × 5 columns
  • The cost of each plan was clear before I chose
  • It was easy to compare plans side by side
  • I could tell which plan best fit my needs
  • The whole process took a reasonable amount of time
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q05
Multiple Choice

Which resource did you rely on most to make your decision?

  • Cost/premium calculator in the marketplace
  • Side-by-side plan comparison chart
  • Personalized decision-support recommendation
  • Advice from coworkers or family
  • A conversation with HR or a benefits rep
  • I mostly guessed or picked what I had last year
Q06
Ranking

Rank the following in order of how much they influenced your final choice, from most to least important.

  1. Monthly premium cost
  2. Deductible or out-of-pocket costs
  3. Network of doctors and providers covered
  4. Employer contribution amount
  5. How easy the online tool made it to compare plans
Drag to rank
Q07
Opinion ScaleRequired

How confident are you that you chose the right plan for your situation?

Scale: 0 – 10
Min:Not at all confidentMax:Extremely confident
Q08
AI Interview

Explore the reasoning behind the respondent's confidence score: if confidence is low, uncover what information was missing, unclear, or hard to compare during the online shopping process; if confidence is high, identify which specific tool or resource made the decision easy. If they said they haven't completed enrollment yet, probe what's holding them back. Anchor on their described plan-comparison experience and ask for one concrete moment they almost gave up, got confused, or nearly picked the wrong plan.

Q09
Multiple Choice

About how much time did you spend shopping for and selecting your benefits online?

  • Less than 10 minutes
  • 10-30 minutes
  • 30-60 minutes
  • More than an hour
  • I'm still deciding
Q10
Long Text

What one change would make shopping for benefits online easier next year?

Q11
Multiple Choice

Which department do you work in? (Template note: replace these placeholder options with your own department list before launching.)

  • (Replace with Department A)
  • (Replace with Department B)
  • (Replace with Department C)
  • Prefer not to say
Q12
Multiple Choice

How long have you worked at the company?

  • Less than 1 year
  • 1-3 years
  • 4-7 years
  • 8+ years
  • Prefer not to say
Q13
Message

Thanks so much for sharing your experience! We'll use these responses to make next year's benefits shopping process clearer and faster to use.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Includes a dedicated AI follow-up interview that probes the specific moment a respondent felt confused or nearly picked the wrong plan, rather than stopping at a static rating
  • Pairs an opinion-scale confidence question with adaptive follow-up logic that digs deeper when confidence is low (or explores what reassured a confident chooser)
  • Combines quantitative measures (navigation ease scale, agreement matrix, time-spent question) with open-ended and ranking questions to show what actually influenced the final decision
  • Ends with a transparent, respondent-facing closing message and is built to auto-generate a report HR/benefits teams can act on, with customizable department options for segmentation

Jotform

Employee Benefits Survey Template

A ready-to-use, fielding-ready form template for gathering general employee feedback on benefits satisfaction. It's built on Jotform's drag-and-drop form builder, so it's easy to customize fields and branding, but the question set is static once published.

What it does well

  • Fielding-ready template that can be deployed quickly
  • Easy visual customization via Jotform's form builder
  • Broad general-purpose benefits feedback focus

Where it falls short

  • No adaptive follow-up questioning — every respondent sees the same fixed questions
  • No built-in per-response quality scoring or automated analysis
  • No voice interview or guided screen-share task options

SurveyMonkey

Employee Benefits Survey: Free Template + Key Questions For HR

This is more of a guide-plus-template page pairing HR-focused benefits questions with SurveyMonkey's survey platform. It offers useful framing on what to ask but is presented as a starting-point question bank rather than a scenario-specific marketplace-shopping instrument.

What it does well

  • Backed by SurveyMonkey's established survey distribution and analytics tools
  • Provides HR-oriented guidance on question selection
  • Free template available to start from

Where it falls short

  • Static question set with no adaptive AI probing into individual responses
  • No mechanism to explore the specific moment of enrollment confusion or near-wrong-choice
  • No transparent prompt methodology or automated per-response quality scoring

SurveySparrow

Employee Benefits Survey: What, Why and How

This page reads primarily as an explainer/blog-style guide on why and how to survey employee benefits, with an associated template, rather than a narrowly scoped marketplace-shopping-experience instrument. It's useful for general benefits-satisfaction context but not built around the enrollment-shopping journey specifically.

What it does well

  • Conversational survey format that SurveySparrow is known for
  • Educational framing that helps HR teams understand why to survey benefits
  • Template available for quick setup

Where it falls short

  • No adaptive follow-up interview to dig into a specific confusing moment in the shopping journey
  • No voice AI interview or guided screen-share task option
  • No documented per-response quality scoring or transparent prompt logic

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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