Download enrolled members

Enrollments are managed through the Members section. To download a list of all employees enrolled in benefits to date, select Actions, then Export list


Detailed invoice report

Level provides a detailed invoice report as a supplement to each invoice, including transaction funding and administrative fees for each enrolled employee. You can download it from the Reports section. Additional information, including employee ID and department, are available in the detailed invoice report when provided in enrollment data.


Monthly summary

Level provides a monthly overview of your employees' utilization, including your budget versus actual spend. To view this report, visit the Reports section, then filter by the type Financial report.


Payroll report

For taxable benefits, Level provides a monthly payroll report to help you add imputed income into payroll systems. You’ll receive your payroll report from your account manager via email. 



The Insights section gives you meaningful and actionable data into how your employees are using their benefits. With Insights, you can track month-to-month spend, average transaction cost, membership trends, and cumulative plan spend versus budget. Insights data is updated every six to 24 hours, depending on the metric.