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?
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.
- 01Your stage • Owner + We Won Health
Confirm basic fit
Workforce, payroll, coverage, and timing screen
- 02Finance + payroll
Model the company
Employer-specific economics with assumptions shown
- 03Your stage • Owner + professional advisors
Review the structure
Documents, responsibilities, fees, and open questions
- 04Your stage • Provider + employer lead
Prepare employees
Payroll mapping, communication, enrollment, and support plan
What to provide
Schedule the employer review ↗Provide your employee count, current coverage, payroll provider, and review objective.
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 →