Small privately ownedOwner or chief executive

Your responsibility

Confirm employee services, employer savings, fees, and administrative work.

What do employees receive, what may the company save, and who handles setup and ongoing administration?

When you join the reviewYou enter first to decide whether the idea is worth company time.
What you are responsible forDecision owner
What must be true to advanceProceed only when employee value, company economics, fees, workload, and accountable support are clear.

Your decision brief

What you care about, what you need, and what can stop the decision.

Items you review

  • Employee services
  • Employer savings estimate
  • Administrative workload

Information you need

  • Company-specific calculation
  • Complete fees and responsibilities
  • Named implementation contact

Risks to resolve

  • Unassigned administrative work
  • Payroll disruption
  • Unsupported claims

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • What employees can actually use
  • What the company may save and what it pays
  • Who handles setup, communication, and ongoing questions

Documents and outputs

  • One-page owner decision brief
  • Company-specific economic illustration
  • Named responsibility and implementation map

Approval criteria

  • The workforce and payroll are a practical fit
  • Professional advisors can review the written structure
  • The company has a named launch owner

Review stages

See which stages require your approval.

Highlighted stages show where you provide information, validate the work, or approve the next action.

  1. 01
    Your stage • Owner + We Won Health

    Confirm basic fit

    Workforce, payroll, coverage, and timing screen

  2. 02
    Finance + payroll

    Model the company

    Employer-specific economics with assumptions shown

  3. 03
    Your stage • Owner + professional advisors

    Review the structure

    Documents, responsibilities, fees, and open questions

  4. 04
    Your stage • Provider + employer lead

    Prepare employees

    Payroll mapping, communication, enrollment, and support plan

What to provide

Provide your employee count, current coverage, payroll provider, and review objective.

Schedule the employer review

Other reviewers

See the requirements assigned to other roles.

Finance or payroll lead

Can we validate the assumptions, configure payroll correctly, and reconcile The Plan without creating downstream errors?View role requirements →

Advisor, accountant, or counsel

Are the plan documents, tax mechanics, eligibility rules, and operating responsibilities supportable for this employer?View role requirements →