Which way should you fund your health plan?

Tell us a little about your group and see, in plain numbers, what each path is likely to cost — and where the real savings are. Hover any bar for the detail.

See how much you may be overpaying →
Live simulation · your state's rules · five funding paths, five renewals deep
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Paid claims or loss ratio anchors self-funded / level-funded to your own dollars. Blank ⇒ we use premium × 78%.
Global assumptions (apply to all funding types)
PEO
National default 13%/yr — the mean of a right-skewed spread (95th ≈ 3×). PEOs serve members nationwide, so this is not state-specific.
Self-Funded / Level-Funded
State law typically sets the floor between 110 and 125 percent of expected claims.
Level-Funded surplus & corridor
Taken off the surplus before the refund (real: 5–6%).
Where aggregate stop-loss attaches. 120% market default; Trustmark 115% ASL is a valid lower pref; editable.
Surplus-return varies by carrier (a national carrier 50% · Trustmark 100% · Allstate selectable) — not 100% by default. Specific deductible & your own claims are set above; enter 0 as the specific for an aggregate-only book (e.g. Trustmark).
Stop-Loss Renewal Accuracy
Higher deductible ⇒ more leverage (fixed deductible vs rising severities). Blank ⇒ baseline.
Caps how much your stop-loss PREMIUM can rise at renewal — not your total cost. Your claims fund can still rise above this.
Bounds the per-claimant adverse-year contribution.
Yes
No
Self-Funded Captive
Yes
No
Dividend is now based on the captive pool/risk-sharing premium, not aggregate stop-loss. Blank fields run on modeled defaults.
Stop-Loss Renewal Accuracy
Higher deductible ⇒ more leverage (fixed deductible vs rising severities). Blank ⇒ baseline.
State law typically sets the floor between 110 and 125 percent of expected claims.
Caps how much your stop-loss PREMIUM can rise at renewal — not your total cost. Your claims fund can still rise above this.
Bounds the per-claimant adverse-year contribution.
Yes
No
Quotes in hand? Set any path's price yourself — every chart, renewal and simulation recomputes on your numbers.
Starting cost
At renewal
2-year totals
5-year odds
iWhat this shows: the price to begin each way of paying for your health plan, side by side. Why it matters: the cheapest start isn’t always the best deal — the other tabs show what happens after year one.

What each path costs to start

Per employee / mo
Total / mo
Total / yr
Pricing basis
Conservative model
Our clients’ typical results
Level-funded ⇆ Self-funded
Level-funded
Self-funded
Taft-Hartley ⇆ MEWA
Taft-Hartley
MEWA

iWhat this shows: how each path’s price would change next year in a good, a bad, and a really bad (catastrophic) claims year. Why it matters: some paths barely move; others jump a lot. That gap is your risk if claims run high.

What happens next year

How each path's premium moves in a good, a bad, and a catastrophic claims year — side by side. Hover any bar for what's driving it.

iWhat this shows: Year 1 and Year 2 added together, under a good, bad, catastrophic, or one-big-claim year. Why it matters: one year can fool you. Two years together shows which path holds up when a bad year hits.

Two-year totals, four kinds of year

Per employee
Group / mo
Group total

Year 1 + Year 2 together under a good, bad, catastrophic, or big-claim year. Hover any bar for the year-by-year split.

iWhat this shows: we run thousands of pretend futures and count how often each path ends up cheapest, and by how much. Why it matters: it turns “it depends” into real odds — how likely you are to save, and how big a bad year could get.

Over five years, who comes out ahead?

Best solution
Worst solution
Wins over current
Loses to current
Enrolled by year pick a growth rate above or type your own plan — every run follows this schedule
🎯 Odds of savings — how often each path comes out aheadThe share of simulated renewals in which each funding path finishes cheaper. Read it together with your amount of savings below — how often you win, and by how much.

recalculating…
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