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Help your employees actually understand their benefits

88% of Americans have low health literacy. Give them tools that make benefits simple—HSA vs FSA, 401k contributions, plan selection, tax impact. All answered instantly.

Your data stays on your device. Always.

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2025 IRS Limits
HSA, FSA, 401k limits always current
100% Private
All calculations happen in your browser
50-State Tax
Federal and state tax calculations

How It Works

01

Ask in Plain English

Type your question naturally: "Should I pick the PPO or HDHP?" or "How much should I put in my HSA?"

No jargon required

02

Get Instant Answers

We calculate the actual numbers—tax savings, out-of-pocket costs, contribution limits—for your specific scenario.

Personalized to your situation

03

Make Confident Decisions

See exactly how each choice affects your paycheck and total compensation. No more guessing.

Compare options side-by-side

Your employees don't understand their benefits. That's expensive.

Open enrollment comes around. Employees pick plans they don't understand. They choose the PPO because the HDHP sounds scary. They skip the HSA because nobody explained it. They max out their dependent care FSA, then realize they should have used the tax credit.

Then claims costs rise. Employees get surprised by bills. They blame HR. They blame you.

The problem isn't that employees don't care. It's that benefits are genuinely confusing. A 200-page benefits guide doesn't help someone who just wants to know: "Which plan should I pick?"

What Benefits AI does

Employees ask questions in plain English. They get instant, accurate answers.

Conversational Q&A

"What's the difference between HSA and FSA?" "How much should I put in my 401k?" Natural questions, clear answers.

PDF document upload

Employees upload their specific benefits guide. Answers become personalized to their actual plan options and employer contributions.

Paycheck impact calculator

"What's my take-home if I max my 401k?" Real numbers based on their salary, state, and filing status.

Open enrollment guidance

Walks employees through plan selection, contribution decisions, and deadline reminders. Makes the complex simple.

2025 IRS limits. Federal and state tax calculations. All deterministic—no AI hallucinations on the numbers that matter.

Privacy that actually means something

Benefits documents contain sensitive information—salary, dependents, health plan choices. We built Benefits AI so that information never leaves your device.

PDF extraction runs in your browser. Tax calculations happen locally. We don't see salary numbers, family details, or plan selections. We can't. The data never reaches us.

This isn't a feature we added. It's how we built it from day one.

Three questions, three clear answers

Plan selection

"Should I pick the HDHP?"

What we found: Employee makes $85k, rarely uses healthcare, employer contributes $1,200 to HSA. HDHP saves $2,400/year in premiums vs PPO.

Our answer: Yes—with employer HSA contribution and low expected usage, HDHP likely saves $2,400+ annually. We show the math.

Paycheck impact

"What's my take-home if I max my 401k?"

What we calculated: Employee in California, married filing jointly, $120k salary. Current contribution 6%, considering maxing at $23,500.

Our answer: Net paycheck drops $487/pay period. But tax savings mean effective cost is only $362. We show federal, state, FICA breakdown.

Document upload

"I uploaded my benefits PDF"

What we extracted: Company name, 3 health plan options with premiums/deductibles, employer HSA contribution, 401k match formula, FSA limits.

Now available: "What's my employer match?" pulls from their actual plan. "Compare my plan options" uses their real numbers.

What we can tell you. And what we can't.

Benefits AI uses IRS limits and healthcare.gov data. It's guidance, not legal or tax advice.

We can tell you

  • • 2025 IRS contribution limits (HSA, FSA, 401k)
  • • Estimated tax savings from pre-tax contributions
  • • How different plans work (HDHP, PPO, HMO)
  • • Which account type fits your situation (HSA vs FSA)
  • • Open enrollment deadlines and checklists

We can't tell you

  • • Your exact tax liability (consult a tax advisor)
  • • Medical advice about what care you'll need
  • • Whether to choose a specific investment option
  • • Your employer's specific vesting schedule (ask HR)

When we calculate tax savings, that's real math based on IRS brackets. When we explain HSA vs FSA, that's accurate based on published rules. Both are useful. Neither replaces professional advice for complex situations.

Who it's for

HR teams

Reduce repetitive questions during open enrollment

Benefits consultants

Scale education across multiple clients

Self-funded employers

Help employees make cost-effective choices

Employees

Finally understand what they're signing up for

Technical details

What we handle Coverage
Intent handlers13 benefits topics (HSA, FSA, 401k, plans, taxes, etc.)
2025 IRS limitsHSA ($4,300/$8,550), FSA ($3,300), 401k ($23,500)
Tax calculationsFederal brackets + state taxes for all 50 states
PDF extractionOCR-based plan detail recognition
Processing100% client-side—no server requests for sensitive data

Deterministic answers for numerical questions. No hallucinations on contribution limits, tax brackets, or deadline dates.

Pricing

Free

$0

50 queries per session

General benefits guidance

Get Started
Coming Soon

Pro

$29/mo

Unlimited queries

PDF document upload

Try Free First

Enterprise

Custom

For employers and consultants

White-label options

Contact Sales

Try Benefits AI Now

Your data never leaves your device. Get answers in seconds.

Benefits AI is part of the OrbDoc platform. Learn about Bill Analyzer for medical bill review →