This walkthrough starts in the Benchmarking section, where a competitive analysis has flagged employee contributions as an area of concern. From there, we'll show you how to jump directly into the Contribution Modeling tool to explore strategies and build out alternatives.
Note: This is one of two common workflows. In this example, we don't have renewal projections yet — so we're doing a what-if analysis comparing the current contribution structure against an alternative scenario. The other workflow (when renewal data is available) lets you model the actual dollar impact of upcoming plan changes.
3 minute walkthrough · No audio, background music only
What This Walkthrough Covers
Spot the Issue
Start from a benchmarking analysis where contributions have been flagged as a competitive concern.
Pull in Data
See how benchmarking data flows directly into the contribution modeling tool — no re-entry required.
Build Strategies
Model alternative contribution structures and make individual tier-level adjustments.
Generate Reports
Create a client-ready report showing the real dollar impact of each scenario.
Two Workflows, One Tool
The Contribution Modeling tool supports two primary use cases, depending on where you are in the renewal cycle:
What-If Analysis
No renewal projections yet? Compare the current contribution structure against alternative scenarios to explore options before renewal data arrives.
- Current vs. alternative scenarios
- Pre-renewal planning
- Strategy exploration
Renewal Modeling
When renewal projections are available, model the actual dollar impact of upcoming plan changes on both employer and employee costs.
- Current vs. renewal scenarios
- Enrollment data integration
- True cost impact analysis
Ready to Try It?
See how your clients' contributions stack up and model alternatives in minutes.