Aggregate Benefits Attribute Benchmark Report

Group Results By *

Select Group Size, Coverage Type, Account Location, Account Industry, or By Renewal Years to determine how the data is grouped on the report.

Account Location is based on the Main Address entered for the account.  Account Industry is based on the Primary Industry selected for the account. By Renewal Years is based on the year the plan renews.

Line of Coverage *

Select Medical, Dental, or Vision to include that line of coverage in the report.

In Force Date *

Use this parameter to select plans that were in force on the specified date for inclusion on the report.

• Enter the date in MM/DD/YYYY format, or

• Click the calendar icon and select a date, or

• Click Relative Date to specify a variable date that is relative to the date the report is run. For help with this tool, see  Specifying Relative Dates or click the Help icon in the upper right corner of the relative date popup box.

Plan Type *

Select the Plan Type of the benefit attribute in the report. Values in this list depend on the Line of Coverage selected above.

Benefit Column *

Select the Benefit Column (e.g., Schedule of Benefits, In-Network Benefits, or Out-of-Network Benefits) of the Benefit Attribute. Values depend on the Line of Coverage and Plan Type selected above.

Benefit Attribute *

Select the Benefit Attribute to include on the report.  Items in the list vary depending on the Line of Coverage, Plan Type, and Benefit Column selected above.

Group Size

Select one or more items to limit the data to the selected Group Size(s). Click the arrows to move your selections between the Available and Selected lists.

Primary Industry(s)

Select one or more items to limit the data to the selected Industry(ies). Click the arrows to move your selections between the Available and Selected lists.

SIC Code From

SIC Code To

Enter a two- to four-digit number. The report results are limited to accounts with SIC Codes starting with the numbers you input.  

Example:
Account 1: SIC Code 1521
Account 2: SIC Code 1531
Account 3: SIC Code 152
Account 4: SIC Code 251

You enter SIC Code From: 15 and SIC Code To: 16.

The report includes Accounts 1, 2, and 3.

Filter by Location

Select one or more State(s) to limit the data on the report to accounts with the selected state in the main address. Click the arrows to move your selections between the Available and Selected lists.

Main Address CBSA

Select one or more CBSAs to limit the accounts on the report to the selected CBSAs. CBSAs available depend on the state selected above.

Click the arrows to move your selections between the Available and Selected lists.

Benefit Summary State

Select one or more State(s) to filter by state(s) associated with Benefits Summaries. Click the arrows to move your selections between the Available and Selected lists.

Benefit Summary CBSA

Select up to 100 CBSAs to filter by CBSA(s) associated with Benefits Summaries. Click the arrows to move your selections between the Available and Selected lists.

Account Status

Use this parameter to select Active or Inactive accounts for inclusion on the report.

Account Type

Select an Account Type to filter the accounts that appear on the report: Client, Prospect, Informational, Other, or Marketing Group.

Account(s)

Select up to five accounts to include on the report. Click the arrows to move your selection(s) between the Available and Selected lists.  The list of available accounts is based on your User ID and permissions.

Report Results Title

Use this field to enter your own title for the report.

Show Parameters

If selected, the report will list the parameters used to create the report.

To get Report Results in

The following output options are available for this report:

• Excel

Save Report Parameters

If you run this report with this set of parameter selections frequently, enter a title to save the set of parameters you just entered. You can run the report again at any time by selecting the saved parameter set on the My Reports tab.

Save Report Results

To save the report with the results, so that you can easily view the report again later, enter a title and click Save.  You can view the report again at any time by selecting the report on the My Reports tab.

Business Segment (first column heading)

The Business Segment is Group Size, Coverage Type, Account Location, Account Industry, or By Renewal years, depending on your selection in the Group Results By parameter.

Each group within the selected business segment is represented on a single row. For example, if Group Size was selected, the rows would be 1 (individual), 2 to 50, 51 to 100, 101 to 250, 251 to 500, 501 to 1000, 1001 to 2500, and Over 2500.

Benchmark Ranges

The columns vary depending on the Coverage Type and Benefit Attribute selected.  The Benchmark Ranges correspond to the standard values for the attribute. For example, the attribute Benefit Frequency:Exam  Vision, standard values are 12 months, 24 months, or Other.  The report columns would display the percentage of plans that allow exams every 12, 24, or other number of months.

If you select Orthodontia as the Benefit Attribute for Dental coverage, the possible values are Yes, No, or Other.  These columns would display the percentage of plans that have Yes, No, and Other as the value for the attribute.

See Benefit Attributes UOM and Acceptable Benchmark Ranges for the benchmark ranges for each coverage.

Cases

For each business segment group. the total number of accounts included in the data set based on the selected report parameters.

Average Value

For each business segment group, the average value for the attribute (sum of all values for the row divided by the number of data points).

Average value is not calculated for some attributes.