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ICHRA

Blog Title Card with Cleveland skyline, says Notes from Andy: Why ICHRA isn't just for small businesses

Why ICHRA Isn’t Just for Small Businesses

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Let’s Clear Up One of the Biggest Misconceptions in Benefits: ICHRA isn’t just for small businesses

By Andy Stein, Founder & President, The Worksite Group

You’ve probably heard this in one of your client conversations: “Isn’t ICHRA just for small businesses that can’t afford real group health insurance?”

It’s an outdated idea that’s costing employers—especially mid-sized and larger ones—opportunities to solve real problems.

Here’s what’s actually happening.

The Data Doesn’t Lie

ICHRA adoption among large employers jumped 34% from 2024 to 2025. Not small businesses. Large employers.

When trends like these start popping up, we can bet that the market rationale is driving adoption. Strategic-thinking CFOs and benefits leaders have done the math and realized traditional group health isn’t the only game in town anymore.

Why Large Employers Are Making the Switch to ICHRA

Getting Off the Renewal Rollercoaster

This great article from Peterson-KFF quotes a Chief Medical Officer who was experiencing 25-30% renewals. Then year three? A 47% increase. Asking for relief from the traditional carrier didn’t help; because of chronic illnesses within the employee pool, the carrier told the team that they’re still “shouldering losses” on behalf of the employer.

We’ve heard similar stories from brokers talking to clients who need help. That kind of budget hit is just not sustainable. 

When you’ve got 100, 200, or 500 employees, one or two people with serious ongoing medical conditions can seriously affect your options. The carrier underwrites your client’s specific group, and suddenly, they’re staring at increases that make them question whether they can even stay in business.

ICHRA flips that script. The employer sets the contribution. The employees buy individual market plans that don’t vary based on anyone’s health status—just age, and even that’s capped at a 1:3 ratio. You can get your client out of the business of unreasonably high renewals when someone on their team gets sick.

Having this cushion protects both the business and the broader employee base from unsustainable cost spikes.

ICHRA Compliance That Actually Works

If you’re employing over 50 full-time employees, you’ve still got ACA requirements. ICHRAs meet them, as long as your contribution makes coverage affordable—meaning the employee’s cost for the lowest-cost Silver plan doesn’t exceed 9.02% of their income in 2025.

This isn’t some sketchy workaround. It’s a legitimate compliance strategy that’s been around since 2020 and is only getting stronger policy support. The 2025 CHOICE Arrangement Act is working to make ICHRAs permanent. States are introducing incentive frameworks. This isn’t going away.

Solving the Complicated Workforce Problem

Your clients have remote employees in eight states. Or seasonal workers. Or they’re acquiring new entities every quarter and trying to bolt them onto existing benefits structure.

Traditional group plans weren’t built for that. Carriers limit their footprints. Minimum participation requirements make it hard to include part-timers. Adding a new entity takes months of setup.

ICHRAs let you create classes—full-time, part-time, salaried, hourly, different locations—and set appropriate contributions for each. That’s the difference between benefits that scale with your business and benefits that hold you back.

“But What About the Downsides to ICHRA?”

Look, I’m not going to pretend ICHRAs are perfect for everyone. They’re not. Here are a few legitimate reasons why your client may need a different choice.

Network Concerns Are Real

Most individual market plans are HMOs or EPOs—no out-of-network coverage outside emergencies. If your employees are used to PPOs with broader networks, that’s an adjustment.

But here’s what’s changing: Insurers focused on the ICHRA market are starting to offer off-exchange individual plans with PPO networks that look more like traditional group coverage. It’s not available everywhere yet, but the market is responding.

You need to look at what’s available in your specific area. If the networks mimic your client’s benefit offerings, it could be a good fit. If they don’t, an ICHRA might not be the right move right now. It may hurt your credibility to pretend otherwise.

Employees Need Support

Can your employees navigate dozens of plan options and make good decisions?

Honestly? Not without help.

That’s why the ICHRA vendors who know what they’re doing provide real support—decision tools, cost calculators, and licensed benefits counselors who actually walk employees through the options. This isn’t dropping a website link and wishing them luck.

This is why we provide so much wrap-around support when we help brokers through ICHRA transitions. Satisfaction is directly tied to employees’ ability to find the coverage they need within their allowance. Our experts partner with them in this search on your behalf, drastically increasing the likelihood of success.

When done right, employers are seeing up to 95% satisfaction after their ICHRA transitions.

This Isn’t 2020 Anymore

When ICHRAs first became available, the infrastructure was rough. Vendors were figuring things out. Employers were pioneers.

Five years later? The market’s matured. You’ve got vendors with sophisticated platforms that integrate with payroll, automate compliance reporting, pay insurers directly, and provide support that rivals traditional group plan experiences.

Large employers aren’t being asked to be guinea pigs. They’re adopting proven solutions with established support systems.

The Bottom Line

ICHRAs aren’t just for small businesses. They’re for any employer ready to think about health benefits differently.

Does that mean they’re right for your client? You’re the expert here. It will depend on their specific workforce, market, and timeline. 

But don’t write them off because someone told you they’re “only for small companies.” That ship sailed about 500,000 enrolled lives ago.

 

Still not sure if ICHRA is the right move for your client? Reach out, and we’ll find the real answer together.

— Andy

What We Learned from 250+ ICHRA Implementations (And What It Means for Your 2026 Strategy)

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By Andy Stein, Founder & President, The Worksite Group

We just closed the books on another year, and as I look back at the implementations we handled in 2025, a few patterns keep showing up. Some are encouraging. Some are frustrating because they’re completely preventable.

If you’re a broker or consultant reading this, you’ve probably had conversations with clients about ICHRA. Maybe you’ve closed a few deals. Maybe you’re still on the fence about whether it’s right for your book of business. Either way, the lessons we’ve learned from working with 250+ clients might save you some headaches in 2026.

The Biggest Mistake Brokers Made in 2025

Here it is: waiting too long to have the conversation.

I get it. Nobody wants to be the broker pushing the “new thing” when traditional group health has worked for decades. But here’s what happened over and over in Q4: Brokers would get a renewal in October showing a 35% increase, panic, and then call us asking if we could get an ICHRA implementation done by January 1st.

The honest answer? Sometimes yes, but it’s not pretty. And more importantly, it shouldn’t have come to that.

The brokers who had the best outcomes started the ICHRA conversation in August or September. Not because they had a crystal ball, but because they knew their clients were getting crushed and they needed options on the table before renewal panic set in.

The lesson for 2026: If you’ve got clients renewing in Q4, start the conversation now. Not in September. Now. In January.

What Actually Makes ICHRA Implementations Succeed

We’ve seen 250+ of these rollouts, and the successful ones have three things in common:

1. Proper Timeline (Not Rushed)

The November 15th deadline for a 1/1 effective date isn’t arbitrary. It’s the difference between a white-glove implementation and a scramble. When brokers give us 6-8 weeks, we can:

  • Do proper census review and cost modeling
  • Structure classes correctly for compliance
  • Build comprehensive employee communication strategies
  • Coordinate on-site counselors at major locations
  • Set up year-round support infrastructure

When we have two weeks? We can probably pull it off, but employees feel the difference. And guess who hears about it? You do.

2. The Human Element (Not Just Technology)

Every quarter, we compete against tech-only platforms that promise easy setup and low costs. And every quarter, we win business from brokers who tried those platforms and watched their client relationships suffer.

Here’s the reality: ICHRA isn’t just a technology problem. It’s a change management problem. Employees who’ve had traditional group health for 20 years don’t just need a platform. They need education, hand-holding, and someone to call when they’re confused at 7 PM during open enrollment.

That’s why our implementations include licensed benefit counselors, on-site support at major locations, and year-round call center access. Not because it’s a nice add-on, but because without it, ICHRA adoption falls apart.

The lesson: When evaluating ICHRA partners, ask what happens after the platform is configured. If the answer is “our customer service team,” you’re going to have problems.

3. Broker Relationship Protection (Not Bypass Attempts)

I need to be direct about something: Some ICHRA vendors see brokers as obstacles to remove, not partners to support. They’ll go around you the second they can. We’ve built our entire business on the opposite philosophy.

You own the client relationship. You should. You’ve earned it. Our job is to make you look like the innovative strategic advisor who brought them a solution that actually works, and then to deliver on that promise so well that the client never thinks about leaving you.

The lesson: Choose partners who understand that your success is their success. If a vendor is talking about “direct to employer” strategies, they’re not your partner.

The Short-Term Renewal Strategy Nobody Uses (But Should)

Here’s something most brokers don’t know: Carriers will often negotiate short-term renewals to keep the business.

Let’s say you’ve got a client who just got hammered with a brutal 1/1 renewal, and you’re reading this thinking, “Great insights, Andy, but it’s January 6th and we’re past the deadline.”

Not necessarily.

Call the carrier and negotiate a two-month short-term renewal. Worst case, they say no. Best case, you’ve just bought yourself runway to implement ICHRA properly for a 3/1 effective date instead of rushing a bad setup or accepting another year of crushing increases.

We’ve done this multiple times. It works more often than brokers think.

The “Test the Waters” Approach for Skeptical Clients

One strategy we saw gain traction in 2025: new hires only.

For clients who are nervous about moving their entire population to ICHRA, start with new hires while grandfathering existing employees. New hires don’t know what they’re missing, and within 6-12 months, you’ve got real performance data to show the CFO.

Results speak louder than projections. Let the ICHRA performance with new hires do the selling for you, then transition the rest of the population when everyone’s comfortable.

Beyond ICHRA: The Employee Navigator Opportunity

Here’s a possibility for ICHRA implementations that isn’t used enough in sales conversations: enveloping Employee Navigator and ICHRA into a single user interface for employee benefits.

Employee Navigator can streamline all of the benefits not covered by ICHRA, and we can integrate ICHRA into this package so that the client gets an all-in-one experience. 

We integrate these two systems into one client workflow, keeping things simple for the client; we manage both systems on your behalf, keeping things simple for you.

The lesson: Think of ICHRA as an opportunity to streamline the entire benefits portfolio, make life easier for your client, and put the entire benefits package under one vendor contract.

What 2026 Looks Like

If I had to make predictions based on what we’re seeing:

More mid-year implementations. Brokers are getting smarter about not waiting for 1/1 deadlines. April, July, and October effective dates are becoming more common.

More “test the waters” approaches. Risk-averse clients are finding comfort in phased rollouts starting with new hires.

More platform consolidation. Clients are tired of managing ICHRA on one platform and everything else on another. Unified solutions win.

More focus on the human element. As more tech-only vendors enter the space, the differentiation is in implementation quality and ongoing support.

The Bottom Line

After 250+ implementations, here’s what we know for sure: ICHRA works. But success isn’t about the technology. It’s about proper implementation, realistic timelines, employee education, and partnerships built on protecting broker relationships rather than bypassing them.

If you’re thinking about ICHRA for clients in 2026, start those conversations now. Not when you see the renewal. Not when the client is panicking. Now, in January, when you have time to do it right.

And if you’ve got questions about whether a specific client situation is a good fit, or whether the timeline works, let’s talk. That’s what the consultant for consultants is here for.

Ready to discuss your 2026 strategy? Contact us to talk through your client opportunities, or sign up for our monthly newsletter for ongoing insights from the benefits trenches.

Let’s connect—and raise the bar together.

Andy Stein
Founder, The Worksite Group