Q01
Message
All templates
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
14 questions · ~7 min
Q02
Multiple ChoiceRequired
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
Opinion ScaleRequired
How confident are you that you could cover an unexpected $1,000 expense right now without going into debt?
Scale: 1 – 10
Min:Not at all confidentMax:Extremely confident
Q04
MatrixRequired
For each benefit below, which best describes your experience with it?
6 rows × 4 columns
- Employer retirement match
- HSA/FSA account
- Free financial counseling (EAP)
- Student loan repayment assistance
- Emergency savings program
- +1 more
Columns: Never heard of it · Heard of it, haven't used it · Used it once or twice · Use it regularly
Q05
Best–Worst Trade-off (MaxDiff)Required
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
Pick best & worst per setBest:Most valuable to meWorst:Least valuable to me
Q06
Point AllocationRequired
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
Allocate 100 points
Q07
Rating ScaleRequired
Overall, how satisfied are you with the financial wellness support your employer currently offers?
Range: 1 – 5
Min:Very dissatisfiedMax:Very satisfied
Q08
Multiple Choice
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 Interview
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
Message
Just a few optional background questions to help us see patterns across groups — feel free to skip any.
Q11
Multiple Choice
Which age range are you in?
- Under 25
- 25-34
- 35-44
- 45-54
- 55-64
- 65+
- Prefer not to say
Q12
Multiple Choice
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
Multiple Choice
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
Message
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.
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
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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 TemplateA 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.
What it does well
- 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
Where it falls short
- 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 TemplateThis 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.
What it does well
- 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
Where it falls short
- 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 HowDespite 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.
What it does well
- 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
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.