01Health

Medical · Dental · Vision

Plan comparison built for understanding, not for choice paralysis. Decision-support quizzes that account for the employee's actual situation. Multi-carrier feeds run automatically; broken EDI files retry, reconcile, and alert before they become an issue.

  • Carrier EDI for all major US, Canadian, UK, and Irish carriers
  • Dependent verification built in
  • Mid-year qualifying-event handling
  • Decision support that anchors on actual usage

Retirement

401(k), Roth, RRSP, group RRSP, defined-contribution and defined-benefit pension administration. Auto-enrolment, auto-escalation, vesting tracking, required-disclosure generation. ADP and Mercer-style integrations for plan administration.

02Retirement
03Leave

Statutory and supplementary leave, modelled correctly.

Parental, medical, bereavement, sabbatical, jury duty, and statutory leaves per province / state / country. Eligibility logic that doesn't lie. Return-to-work tracking, intermittent leave, FMLA / EI / SMP / SAP / SPP all modelled correctly.

FSA · HSA · Lifestyle

Healthcare and dependent-care FSAs, HSAs, commuter benefits, wellness stipends, learning & development budgets. Receipt capture, substantiation, balance tracking, IRS-substantiation handling for the US programs.

04Flex
05Open enrolment

The annual cycle, run on rails.

Decision support, deadline reminders, dependent verification, eligibility sweeps, mid-year qualifying-event handling. Carrier files generated and sent on schedule. Audit log of every change.

Broker workspace

Your broker has a real workspace, not a CSV export. Plan comparison, renewal modelling, carrier negotiation notes, commissioning. The broker, the HR team, and the carrier all see the same source of truth.

06Broker

Compliance

Integrations

HRIS sync with Workday, BambooHR, Personio, Employee Central, Paycom, ADP Workforce Now, UKG. Payroll connectors for ADP, Paychex, Gusto, QuickBooks Payroll, Wagepoint, Sage Payroll. Direct EDI to all major US, Canadian, UK, and Irish carriers. Public REST API and webhooks for everything else.

Pricing

Per benefit-eligible employee per month, with three tiers — Core, Plus, Enterprise. Implementation included on Plus and Enterprise.

Implementation

Most customers go live before their next open enrolment, with 8–14 weeks of lead time. Every implementation is paired with a benefits consultant from our team — usually someone who's run open enrolment in-house themselves.

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