AI Benefits Benchmark Report Generator

How Cassidy automates this using AI

Step 1: Ingest plan documents

The Workflow triggers when SBC PDFs, rate sheets, or Form 5500 filings are uploaded. Cassidy parses each document, extracting plan design elements, premium tables, and contribution structures into structured data.

Step 2: Normalize and validate

Cassidy standardizes data across formats—converting composite to age-banded rates, mapping tier structures, and running validation checks. Low-confidence extractions are flagged for analyst review via Human-in-the-Loop.

Step 3: Build the peer cohort

Using your Knowledge Base of benchmarking data, Cassidy filters by industry, company size, geography, and plan type to assemble a relevant comparison set.

Step 4: Generate market positioning

Cassidy compares the client's plan design and costs against peers, flagging metrics as low, market-norm, or high—and surfacing specific variances that matter.

Step 5: Run contribution scenarios

The Workflow models employer/employee contribution adjustments, HSA seed strategies, and affordability impacts, showing before-and-after positioning for each scenario.

Step 6: Produce the white-label report

Cassidy assembles a branded PDF or PowerPoint with executive summary, peer comparisons, scenario outcomes, and methodology appendix—complete with source citations for defensibility.