Benefits Strategy

What to Look for in a Wellness Program

Selecting the right wellness vendors is one of the most important decisions HR leaders make. The right partner can boost employee engagement, improve well-being, and create measurable ROI. The wrong choice? Low participation, wasted spend, and frustrated employees.

The challenge is that today’s marketplace is crowded with health and wellness companies offering everything from mindfulness apps to gym stipends. Without a clear process, HR leaders often fall into common traps: choosing based on price alone, signing rigid contracts, or overlooking employee needs.

At IncentFit, we’ve seen the difference the right program makes. Across 360+ organizations, our wellness programs average 60% monthly participation (compared to <30% industry norms), with over $92M in incentives distributed. Engagement comes from building programs that employees actually use and avoiding the pitfalls that derail so many wellness initiatives. That’s why IncentFit offers customized free trials – designed around your workforce, your goals, and your program scope, so you can see exactly how it works before committing.

This guide will cover:

Common Mistakes When Choosing a Wellness Vendor

Even experienced HR leaders can stumble when evaluating health and wellness vendors, which can derail program success before it even begins. Below are the top pitfalls and how to avoid them when evaluating a wellness vendor.

  • Not Properly Testing the Vendor
  • Signing Long-Term Contracts too Quickly
  • Focusing Only on Cost Instead of Value
  • Ignoring Employee Needs and Preferences
  • Overlooking Data Security and Compliance
  • Overlooking Data Security and Compliance
  • Choosing a One-Size-Fits-All Approach

1. Not Properly Testing the Vendor

Most wellness vendors won’t let you test the product beyond a short demo. Why? Because many platforms don’t have an elegant, user-friendly experience. Without a real trial, HR leaders have no way to see how employees will actually use the tool.

Best practice: Insist on a pilot or free trial. A true trial should:

  • Let a small group of employees log real activities (fitness, preventive care, challenges).
  • Include admin access so HR can test reporting and setup.
  • Provide custom scope (not a generic demo account) so you see your requirements in action.

If a vendor resists? That’s a red flag.

2. Signing Long-Term Contracts too Quickly

Many health and wellness companies push for multi-year contracts. But if engagement is low, you’re stuck. A good wellness platform should rely on value and usability to keep you, not restrictive terms.

Best practice: Start with flexible contracts. Ask vendors if they offer month-to-month or annual plans that scale with engagement.

3. Focusing Only on Cost Instead of Value

Cheaper doesn’t mean better. A cut-rate vendor may lack incentive flexibility, reporting tools, or integrations. The result: low participation and frustrated admins. In fact, 72% of employers reported lower healthcare costs after implementing a thoughtfully designed program. Investing in a high-quality solution from the start ensures long-term ROI by improving employee health and reducing absenteeism.

4. Ignoring Employee Needs and Preferences

Too many companies with corporate wellness programs build offerings in a vacuum. A “relevant” benefit isn’t just one HR thinks will work, it’s one employees will actually use.

Best practice: Run short surveys (5–7 questions) before selecting a program. Ask questions like:

  • What motivates you more: cash, PTO, or gift cards?
  • Would you prefer wellness challenges, preventive care incentives, or personal goals?
  • Which areas of well-being matter most: fitness, nutrition, mental health, or financial wellness?

This ensures the program reflects what employees want from wellness programs, not assumptions.

5. Overlooking Data Security and Compliance

Any program that collects health information must comply with HIPAA and IRS wellness program regulations. Failing to vet a vendor’s security exposes your company to legal and financial risk.

Ask vendors about:

  • HIPAA compliance
  • Encryption standards
  • Aggregate-only reporting (no individual-level data)
  • Regular audits

6. Choosing a One-Size-Fits-All Approach

Every workforce is unique. Yet many health and wellness vendors sell rigid, cookie-cutter programs. These rarely scale as workforce demographics or company goals evolve.

Best practice: Look for flexible wellness programs that:

  • Scale as your workforce grows (from small pilots to enterprise rollouts).
  • Offer modular options (e.g., start with challenges, add preventive care later).
  • Adjust programming as organizational needs change (burnout today, financial wellness tomorrow).

Customizable wellness programs lead to significantly higher engagement, as they can be tailored to company culture, workforce demographics, and specific health goals.

What to Look for in a Wellness Program

So what separates average health and wellness companies from those that deliver lasting impact? HR leaders evaluating wellness vendors should focus on these five critical factors to ensure long-term success and measurable impact:

  • Seamless Integration with Existing Benefits
  • Proven Employee Engagement Strategies
  • Data-Driven Decision Making
  • Flexibility and Scalability
  • Inclusivity and Accessibility

1. Seamless Integration with Existing Benefits

A wellness program shouldn’t create more admin work. The best wellness platforms integrate with:

  • Payroll systems (to automate reimbursements).
  • Wearables (Fitbit, Apple Watch, Garmin).
  • HRIS and SSO (Workday, ADP, Okta).

Integration reduces manual tracking, ensures accuracy, and provides real-time data.

2. Proven Employee Engagement Strategies

A program is only as good as its workplace wellness participation. Look for vendors that use:

  • Gamification (leaderboards, streaks, team challenges).
  • Flexible employee wellness incentives (cash, PTO, premium offsets).
  • Seasonal campaigns (fall challenges, new-year resets).

This ensures employees actually engage, not just sign up.

3. Data-Driven Decision Making

Without reporting, HR is flying blind. Your vendor should provide:

  • Real-time participation dashboards.
  • Customizable ROI reports.
  • Year-over-year trend analysis.

Data helps HR prove program impact and adjust strategy quickly

4. Flexibility and Scalability

Rigid programs fail as companies evolve. A strong vendor should allow you to start small and expand:

  • Launch with fitness and preventive care.
  • Add mental health, volunteering, or financial wellness later.
  • Adjust reward structures as workforce demographics shift.

5. Inclusivity and Accessibility

Programs must work for everyone. The best health and wellness vendors ensure:

  • Accessibility for employees with disabilities (screen readers, non-physical challenges).
  • Cultural sensitivity (activities that resonate across diverse populations).
  • Hybrid participation (remote and on-site employees).

For more ideas on building inclusive fitness initiatives, check out our blog: How to Make Your Corporate Fitness Challenge More Inclusive.

Step-by-Step HR Wellness Guide

This HR wellness guide is designed to give HR leaders a clear, actionable roadmap for evaluating and implementing the right wellness platform. Instead of vague advice, here’s a practical process you can actually follow:

  • Define Your Objectives
  • Survey Your Employees
  • Shortlist and Compare Vendors
  • Test the Platform (Pilot or Trial)
  • Check Security and Compliance
  • Negotiate Flexible Contract
  • Launch with Strong Communication
  • Measure, Share, and Adjust

Step 1: Define Your Objectives

Start with the “why.” Are you trying to reduce healthcare costs, improve retention, boost morale, or support DEI goals through inclusive wellness programming? Clear objectives ensure you evaluate health and wellness vendors against measurable outcomes, not just features.

Pro tip: Write down 2-3 success metrics upfront, like “increase preventive care compliance by 15%” or “achieve 50% workplace wellness participation in year one.”

Step 2: Survey Your Employees

A common mistake when choosing a wellness vendor is building programs without employee input. Run short surveys (5-7 questions max) to understand what employees want from wellness programs.

Ask questions like:

  • What types of activities would you actually participate in? (fitness, nutrition, mental health, preventive care, social wellness)
  • Which rewards motivate you most? (cash, PTO, gift cards, premium offsets)
  • How do you prefer to access wellness programs? (mobile app, desktop, in-person events)

This feedback ensures the program feels relevant and personal.

Step 3: Shortlist and Compare Vendors

Don’t settle for the first vendor you meet. Compare at least 3-5 health and wellness companies. Evaluate based on:

  • Incentive flexibility
  • Integrations (payroll, HRIS, wearables)
  • Reporting and ROI measurement
  • Contract terms (avoid rigid multi-year lock-ins)

Pro tip: Use a scoring sheet to rank vendors side by side – it keeps the decision data-driven, not emotional.

Step 4: Test the Platform (Pilot or Trial)

This is where many HR leaders miss out. Most wellness vendors don’t offer trials because their platforms aren’t simple or user-friendly. Insist on a pilot that:

  • Lets real employees test the system (logging activities, claiming rewards).
  • Allows HR to explore admin dashboards and reporting.
  • Mirrors your actual needs (not just a generic demo).

If a vendor can’t provide this, ask yourself: will my employees actually enjoy using it?

Step 5: Check Security and Compliance

Any program dealing with health data must protect employee trust. Confirm the vendor:

  • Is HIPAA compliant.
  • Encrypts sensitive information.
  • Only shares aggregate reports (not individual data).
  • Undergoes regular compliance audits.

This is a must-have, not a nice-to-have.

Step 6: Negotiate Flexible Contracts

Wellness should be earned, not locked in. Avoid long-term commitments until you’ve proven value. Ask for contracts that allow:

  • Scaling up (adding modules or employees).
  • Scaling down (pausing features or reducing scope).
  • Annual or month-to-month options.

The right vendor will rely on engagement and results to keep you, not legal terms.

Step 7: Launch with Strong Communication

Even the best wellness platform will fail if employees don’t know about it. Treat the rollout like a product launch:

  • Integrate wellness into your employer branding strategy.
  • Use multiple channels (email, Slack, posters, webinars).
  • Highlight incentives and how easy it is to participate.
  • Encourage leaders and managers to join challenges – visible leadership support drives adoption.

Step 8: Measure, Share, and Adjust

The last step is ongoing. Use vendor dashboards to track workplace wellness participation, preventive care completions, and incentive ROI. Share highlights with employees (“Together, we logged 50,000 hydration goals last quarter!”) to build momentum.

Quarterly reviews help you decide what to keep, what to rotate, and what to expand. A good vendor will provide strategy support here, not just software.

How IncentFit Provides a Superior Solution for Companies with Corporate Wellness Programs

Many health and wellness companies offer generic programs that fail to engage employees. IncentFit is different. We combine meaningful incentives, cutting-edge technology, and behavioral science to create a wellness platform that delivers 2.5X greater participation than traditional health and wellness companies, driving real action, not just app interactions.

  • Free Trials Designed for You
  • Incentives that Work
  • Technology-Driven Solutions
  • Real Participation, Not Just Sign-Ups
  • Risk-Free Trial for Leadership and Decision Makers

Free Trials Designed for You

Most vendors won’t let you test-drive their platform. We not only offer free trials, we design each trial around your organization’s specific goals, employee demographics, and program preferences. That means you’ll see how engagement, incentives, and platform integrations work for your team in real time, before you commit.

Incentives That Work

Corporate wellness programs only succeed with high engagement. IncentFit puts rewards front-and-center, using meaningful incentives, cash, premium offsets, reimbursements, and point-based rewards, to drive participation and inspire real behavior change. Over $92M in incentives have been distributed through our platform.

Technology-Driven Solutions

More than just another health and wellness company, IncentFit is a technology company.

  • Seamless HR/payroll integrations
  • Automated tracking and verification
  • Mobile-friendly with device/app integrations (Apple Health, Fitbit, Google Fit, Garmin, etc.)

Real Participation, Not Just Sign-Ups

Most companies with corporate wellness programs struggle with low engagement. IncentFit’s behavioral-science-driven approach ensures consistent participation rates of 60% per month, one of the highest in the industry. Employees aren’t just interacting with an app; they’re actively making healthier choices.

Risk-Free Trial for Leadership and Decision Makers

Unlike many wellness vendors, IncentFit offers a free trial so you can test engagement, features, and ease-of-use before committing. This ensures you’re confident in the program’s fit for your workforce, with zero upfront risk.

How IncentFit Outperforms Generic Wellness Vendors:

FeatureGeneric Wellness VendorsIncentFit
CustomizationsLimitedFull customizable to company culture
Incentive StructureBasic cash or gift cardsMulti-layered: reimbursements, points, premium offsets
Data SecurityVariesHIPPA-compliant, secure encryption
Engagement TrackingMinimalReal-time activity verification and reporting
Integrating with HR SystemsOften limitedSeamless integration with payroll and benefits platforms
ROI and ReportingBasic usages statsDetailed ROI tracking and analytics
GamificationSimple leaderboardTeam challenges, tiers, streaks, flexible goals
Employee SupportEmail onlyFull support (admins and employees)
ContractsLong-term requiredRisk-free free trial, results-based renewals
Engagement RatesOften <30%60% monthly participation

Your Next Steps: Build a Successful Wellness Program

Choosing the right health and wellness vendors is about more than checking boxes. It’s about building a program employees actually use, and one that scales with your company over time.

By avoiding common pitfalls and focusing on what to look for in a wellness program – testing vendors, valuing employee input, prioritizing inclusivity, and insisting on flexibility – HR leaders can launch wellness benefits that engage employees, deliver ROI, and strengthen company culture.

Ready to see how IncentFit compares to generic wellness vendors? Schedule a demo today.

FAQs: Choosing a Wellness Vendor

Q: What are the biggest mistakes when choosing a wellness vendor?
A:
Not testing the platform, signing restrictive contracts, ignoring employee needs, overlooking security, and choosing rigid programs.

Q: What should HR leaders look for in a wellness program?
A:
Integration, engagement strategies, strong data, flexible wellness programs, and inclusivity.

Q: How can HR measure ROI?
A:
Track participation, preventive care compliance, reduced claims, and improved retention.

Q: What makes IncentFit different from other health and wellness companies?
A:
Higher participation (60%+), flexible incentives, seamless integrations, and customizable scalability.

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Published by
Stephanie

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