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How to Track ROI on Employee Wellness Programs with 4Geeks Perks

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Investing in employee well-being is no longer just a “nice-to-have”—it is a strategic necessity for retaining top talent and maintaining high productivity. However, justifying these expenditures requires data. 4Geeks Perks offers comprehensive tools to track utilization, analyze consumption, and ultimately measure the Return on Investment (ROI) of your wellness initiatives.

By leveraging real-time analytics and advanced reporting features, you can move beyond guesswork. This article explains how to use the 4Geeks Perks platform to monitor engagement with wellness benefits, optimize your budget, and demonstrate tangible value to stakeholders.

Prerequisites

To effectively track ROI, ensure you have the following:

  • Active Admin Account: You need access to the 4Geeks Console with administrator privileges.
  • 4Geeks Perks Enabled: The 4Geeks Perks module must be active for your organization.
  • Active Wellness Benefits: You should have wellness-related vendors or services (e.g., gym memberships, healthy food delivery) configured in your catalog.
  • Data History: At least one month of usage data is recommended for meaningful analysis.

Step-by-Step Guide to Tracking Wellness ROI

Follow these steps to gather the data necessary for calculating the ROI of your wellness programs.

Step 1: Access the Perks Dashboard

Your central hub for data is the 4Geeks Console.

  1. Log in to the 4Geeks Console.
  2. Navigate to the Perks module in the main menu.
  3. Select Dashboard to view the high-level overview of employee engagement.

Step 2: Analyze Real-Time Participation

ROI calculation begins with understanding participation rates. If employees aren’t using the perks, the program offers zero return.

  1. Locate the Real-time Analytics widget on your dashboard.
  2. Filter the view by Category and select Wellness or Fitness.
  3. Review the Active Users metric. This tells you exactly how many unique employees are engaging with wellness benefits versus your total headcount.
  4. Tip: Compare this data against your total eligible workforce to determine your Participation Rate.

Step 3: Generate Consumption Reports

To calculate the cost side of ROI, you need granular spending data.

  1. Go to the Reports section within the Perks module.
  2. Select Advanced Reports.
  3. Choose the Monthly Breakdown report. This provides a detailed look at served services per vendor.
  4. Filter for wellness-specific vendors (e.g., gyms, healthy meal providers).
  5. Export this data to see the exact Program Cost for the selected period.

Step 4: Evaluate “Healthy Choice” Adoption

For food and beverage perks, quality matters as much as quantity. 4Geeks Perks allows you to specifically track the consumption of healthy options.

  1. In the Reports section, select the Menu Performance report.
  2. Look for the Best Performing Healthy Menu analytic.
  3. This data point highlights whether employees are choosing nutritious options over standard fare, serving as a proxy metric for health consciousness and lifestyle improvement within your workforce.

Step 5: Calculate ROI

Once you have your data, apply a standard ROI formula:

\[ROI = \frac{(\text{Value of Benefits} - \text{Cost of Program})}{\text{Cost of Program}} \times 100\]
  • Cost of Program: Derived from your Monthly Breakdown report (Step 3).
  • Value of Benefits: This can be estimated by assigning a monetary value to retention rates (lower turnover costs) and productivity, correlating them with high-utilization groups identified in Step 2.

Common Use Cases

Scenario 1: Optimizing the Budget by Cutting Unused Perks

Situation: You offer a generic gym membership perk, but you suspect it is underutilized compared to your mental health app subscription. Application: Using the Monthly Breakdown report in 4Geeks Perks, you compare the usage frequency and total cost of both vendors. Result: You discover the gym membership has only 5% utilization but high fixed costs, while the mental health app has 40% utilization. You reallocate the gym budget to upgrade the mental health plan, increasing overall employee satisfaction without increasing total spend.

Scenario 2: Linking Nutrition to Afternoon Productivity

Situation: You want to see if your investment in a healthy corporate catering service is paying off. Application: You pull the Best Performing Healthy Menu report and cross-reference it with team activity logs in 4Geeks Payroll (if applicable) or general productivity observations. Result: Data shows a spike in healthy meal consumption correlates with fewer reported “slumps” in the afternoon, validating the higher cost of the healthy catering service.

Troubleshooting

Issue 1: Consumption reports show no data for specific vendors

  • Cause: The vendor may not be correctly categorized under “Wellness” in the system, or no transactions occurred during the selected date range.
  • Solution: Check your Vendor Settings in the 4Geeks Console to ensure the vendor is active and properly tagged. Verify the date range filter on the report.

Issue 2: “Real-time analytics” does not match payroll headcount

  • Cause: Recent hires may not yet have received their 4Geeks Perks Card or been fully onboarded into the Perks system.
  • Solution: Navigate to the Users tab in 4Geeks Perks and ensure all eligible employees have an “Active” status and a linked wallet.

Issue 3: Unable to export reports to PDF or Excel

  • Cause: Browser pop-up blockers often prevent file downloads.
  • Solution: Disable pop-up blockers for the 4Geeks Console domain and try the export again.

Conclusion

Tracking the ROI of wellness programs is essential for sustainable HR strategy. By utilizing the advanced analytics and reporting features of 4Geeks Perks, you can transform qualitative “feel-good” benefits into quantitative business wins. Regular monitoring ensures you are funding the perks your employees actually value, leading to a healthier, more engaged, and more productive workforce.

For further assistance with custom report configurations, visit the Help Center or contact our support team.