Open Enrollment Worksheet: Compare Your Real Yearly Costs
Open enrollment decisions stick with you all year. This worksheet helps you slow down, compare your options, and pick coverage that fits your life and your budget.
Note your enrollment deadline and any life changes from the past year, like a new baby, a move, or a marriage. Then choose who you’re covering, since that sets the price for every plan you compare.
Lay out premiums, deductibles, and out-of-pocket maximums for your current plan and up to two new options. Add up your estimated yearly cost for each one, so the true price of every plan is clear before you pick.
Decide on an HSA or FSA, check your life and disability coverage, and make sure your beneficiaries are up to date. Then bring your completed worksheet to your Mentor to talk through what you found.
Open Enrollment Worksheet: Compare Your Real Yearly Costs
Open enrollment decisions stick with you all year. This worksheet helps you slow down, compare your options, and pick coverage that fits your life and your budget.
Note your enrollment deadline and any life changes from the past year, like a new baby, a move, or a marriage. Then choose who you’re covering, since that sets the price for every plan you compare.
Lay out premiums, deductibles, and out-of-pocket maximums for your current plan and up to two new options. Add up your estimated yearly cost for each one, so the true price of every plan is clear before you pick.
Decide on an HSA or FSA, check your life and disability coverage, and make sure your beneficiaries are up to date. Then bring your completed worksheet to your Mentor to talk through what you found.
Open Enrollment Worksheet: Compare Your Real Yearly Costs
Open enrollment decisions stick with you all year. This worksheet helps you slow down, compare your options, and pick coverage that fits your life and your budget.
Note your enrollment deadline and any life changes from the past year, like a new baby, a move, or a marriage. Then choose who you’re covering, since that sets the price for every plan you compare.
Lay out premiums, deductibles, and out-of-pocket maximums for your current plan and up to two new options. Add up your estimated yearly cost for each one, so the true price of every plan is clear before you pick.
Decide on an HSA or FSA, check your life and disability coverage, and make sure your beneficiaries are up to date. Then bring your completed worksheet to your Mentor to talk through what you found.
Open Enrollment Worksheet: Compare Your Real Yearly Costs
Open enrollment decisions stick with you all year. This worksheet helps you slow down, compare your options, and pick coverage that fits your life and your budget.
Note your enrollment deadline and any life changes from the past year, like a new baby, a move, or a marriage. Then choose who you’re covering, since that sets the price for every plan you compare.
Lay out premiums, deductibles, and out-of-pocket maximums for your current plan and up to two new options. Add up your estimated yearly cost for each one, so the true price of every plan is clear before you pick.
Decide on an HSA or FSA, check your life and disability coverage, and make sure your beneficiaries are up to date. Then bring your completed worksheet to your Mentor to talk through what you found.
Benefits guides are long, and the enrollment deadline always seems to sneak up. This worksheet breaks open enrollment into a few manageable steps. Note your deadline and any life changes, choose who you’re covering, and compare your current plan against up to two new options. Then add up your premiums and expected medical costs to see an estimated yearly cost for each plan.
From there, you’ll review your spending accounts, your life and disability coverage, and extras like dental and vision. Your Folio can show you what you spent on healthcare in the past year, so your estimates start with real numbers. Bring your completed worksheet to your next Mentor session and walk into enrollment knowing what you’re choosing. Download the worksheet to get started.
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Pricing + Demos
© Copyright 2026. All Rights Reserved by Fruition.
Pricing + Demos
© Copyright 2026. All Rights Reserved by Fruition.
Pricing + Demos
© Copyright 2026. All Rights Reserved by Fruition.
Pricing + Demos
© Copyright 2026. All Rights Reserved by Fruition.