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ICHRA Model

Know exactly who wins and who loses before you walk into the meeting.

ICHRA Model gives brokers and consultants the actuarial depth to model group-to-ICHRA transitions at the individual employee level — and lead every employer conversation with a clear strategic recommendation.

Built for: Brokers  ·  Benefits Consultants  ·  Distribution Partners

Save money

8

Similar cost

2

Pay more

1

PAYS MORESAVES MONEY+$4k+$2k$0-$2k-$4kLow utilizationMedium utilizationHigh utilization

Employee #6

Saves $2,430/yr

vs. current group plan

The Problem

Employers are asking the right question. Most tools can't answer it.

When an employer considers switching from a group plan to ICHRA, the first thing they ask is simple: “Which of my employees will be better off, and which won't?” Until now, getting that answer meant weeks of analysis — or settling for a rough estimate that nobody fully trusted.

What employers ask in the room

?
Which of my employees will be better off or worse off if we switch?
?
We have a PPO plan right now. Will my employees lose access to their current doctors?
?
Will they have enough HRA leftover to cover their out-of-pocket costs?

Until now, there was no good answer.

Workforce Atlas · Included with ICHRA Model

Geography decides ICHRA.
Start with the map.

Workforce Atlas maps every employee to their county and rating area — surfacing the geographic patterns that determine whether ICHRA is the right move.

How It Works

From census to client-ready presentation in four steps.

1

Upload your census and current plan design

Drop in the employer's employee census and existing plan details, in any format. ICHRA Model's AI engine automatically parses the data into a structured format, no manual reformatting required.

Any file format acceptedAI-powered data parsingAuto data validation
Upload data

Drop census or plan files here

XLSCSVPDFDOC
Census parsed
Plan design validated
3 records need review
2

Build and adjust scenarios live

Start from pre-built scenarios tailored to the employer's situation, then adjust contribution formulas, benchmarks, and dependent assumptions on the fly. Every change is modeled against real individual market plan data.

Pre-built scenario libraryLive contribution modelingSide-by-side comparison
Live scenarios
Age-bandedRecommended
% of Benchmark
+ Custom scenario
3

Get the recommendation — down to the individual

The model applies a strategic framework to identify the optimal contribution scenario, then lets you drill into every single employee: their projected premium, out-of-pocket exposure, and whether they come out ahead or behind vs. their current plan.

Strategic scenario rankingIndividual-level OOP modelingWinner/loser analysis
Employee outcomes
Better off
Neutral
Review
90% of employees benefit under recommended scenario
4

Show up with a strategy — not a spreadsheet

Open an interactive HTML report to explore multi-dimensional results across scenarios, classes, regions, and employee outcomes. Or export a fully formatted, client-ready PowerPoint presentation and detailed Excel breakdown — automatically generated from your analysis.

Interactive HTML reportClient-ready PPTDetailed Excel export
Explore & export
Interactive_Report.html
ICHRA_Analysis.pptx
Employee_Detail.xlsx

Live Model

Change the strategy. Change who wins.

Adjust HRA formulas, age-banding, regional benchmarks, dependent assumptions, and scenario rules on the fly – then see employer cost, employee impact, and compliance checks update immediately.

Move more employees into the win column

Answer "what if" questions live

Hand the client the winning scenario

Scenario

Age-banded contribution

live
Scenario
Customized
Employer Contribution64%

Employer savings

13%

savings

Employee impact

41Better off
1Neutral
8Worse off
1 affordability failure

Why It's Different

Actuarial depth. Built for how brokers actually work.

Individual-level precision

Every employee is modeled individually — age, health profile, provider relationships, and anticipated out-of-pocket costs.

Beyond premium

See the full picture — deductibles, copays, coinsurance, and network access — the variables that determine whether an employee is truly better off.

Built for the broker workflow

Self-serve, fast, and client-ready. From census upload to client presentation in a single session.

Paired with

Plan Navigator

The employer decided. Now employees need guidance.

Once an employer commits to ICHRA, employees need guidance choosing from hundreds of individual market plans. Plan Navigator uses the same individual-level cost intelligence to guide each employee to the right plan — completing the transition.

See ICHRA Model in action.

Walk through a live demo and see how your next employer conversation could look.