Benefits Estimate Calculator

Turn inputs into a clear benefits valuation today. Adjust plans, match rules, and paid leave. Export results, track changes, and budget with confidence now.

Calculator inputs

Add your pay and benefits. Submit to see results above.

Pay
Use bonus amount or bonus percent of base.
Ignored if you enable bonus percent.
Otherwise match uses salary + bonus.
Retirement and employer contributions
Add match rules and any employer contribution percent.
Pension, provident fund, or mandatory contribution.
Insurance paid by employer
Enter employer-paid monthly amounts.
Time off and leave
Value PTO and expected paid leave usage.
Uncheck to exclude PTO from totals.
Default 260 for 52 weeks × 5 days.
Parental leave or sick leave you expect to use.
Stipends and allowances
Add monthly and annual extras paid by your employer.
Coverage and contributions
Enter annual employer contributions or coverage values.
Equity and risk-based value
Use simple annual estimates. Keep it conservative.
Used for expected value estimate.
Tax savings estimate (optional)
This is a simple marginal-rate estimate.
Custom benefits (up to 5)
Add any benefit not covered above.
Use for small extras not worth listing.
Leave blank if not needed.
Leave blank if not needed.
Leave blank if not needed.
Leave blank if not needed.
Reset

Example data table

Try these sample inputs to see how the calculator behaves.

Scenario Salary Bonus Health (monthly) Match rate Match cap PTO days Equity
Typical 60,000 0 400 50% 6% 10 0
Equity heavy 85,000 5,000 600 50% 6% 12 15,000
Strong match plan 110,000 10,000 500 100% 5% 12 5,000

Compensation baseline and inputs

Start with base salary and bonus, because all rates derive from pay. The calculator converts annual pay into hourly, daily, and weekly rates using your hours per week and weeks per year. This supports flexible roles, overtime-heavy schedules, and part‑time work. If your bonus is variable, use the percent mode to model optimistic and conservative outcomes consistently.

Retirement contributions and match mechanics

Employer retirement value is estimated from contribution rules. The model applies your employee contribution percent, then caps eligible contributions by the match cap percent of pay. Employer match equals eligible contributions multiplied by the match rate. If your plan matches only on base salary, enable the base‑only rule; otherwise the match can include bonus. Add any additional employer contribution percent for pension or mandatory programs.

Insurance premiums and coverage valuation

Health, dental, and vision inputs represent employer-paid monthly premiums. The calculator annualizes these by multiplying by twelve and treats them as direct compensation equivalents. If your employer provides a cash allowance instead of premiums, enter it under stipends. For coverage values such as life and disability, enter a reasonable annual value based on your benefit statement to avoid overstating totals.

Time off and leave valuation choices

Paid time off is valued as an imputed benefit using daily rate times total days off. You can include or exclude PTO depending on your comparison goal. Workdays per year controls the daily rate; 260 is a common assumption. Paid leave weeks used is treated as expected annual usage, useful for modeling parental leave or extended sick time. When you set it to zero, the estimate stays conservative.

Interpreting totals, exports, and scenario testing

Total benefits aggregates retirement, insurance, time off, stipends, equity value, severance expected value, and optional tax savings from pre‑tax contributions. Benefits as a percent of pay helps compare offers across roles and locations. Use custom benefit lines for items like tuition repayment, car allowance, or profit sharing. Export CSV for audits and spreadsheets, and export PDF for offer discussions. Run multiple scenarios to see which inputs drive results most. Review charts to spot imbalances and confirm your assumptions with documents.

FAQs

What should I enter for employer insurance costs?

Use the employer-paid monthly premium amounts from your benefits statement. If you only know total monthly employer cost, place it in health and leave dental and vision as zero. Keep values conservative for clean comparisons.

How does the retirement match calculation work?

The calculator caps your employee contribution by the match cap percentage, multiplies eligible pay by that capped percent, then applies the employer match rate. Enable the base-only rule if bonus is excluded from match.

Is PTO counted as extra compensation?

PTO is valued as an imputed benefit using daily rate times days off. This helps compare offers with different time-off packages. If you prefer cash-only comparisons, uncheck the option to exclude PTO from totals.

How do I estimate equity value?

Enter an annualized value you expect to realize, not the headline grant size. Consider vesting, dilution, and probability of payout. If uncertain, run multiple scenarios such as low, mid, and high values.

What does expected severance mean here?

Expected severance equals weekly rate times severance weeks, multiplied by your probability estimate. It does not predict layoffs; it simply converts a contingent benefit into an expected annual value for comparison.

What are custom benefits used for?

Custom lines let you add benefits like tuition support, car allowance, profit sharing, or housing. Add a short label and an annual value. The totals and charts will automatically include these entries.

Formula used

  • Bonus = bonus amount, or base × bonus% when enabled.
  • Employer match = min(Employee% , Cap%) × Eligible pay × Match%.
  • Employer contribution = (Salary + Bonus) × Employer contribution%.
  • Insurance value = (Health + Dental + Vision monthly) × 12.
  • PTO value = Daily rate × (PTO + Holiday days), Daily rate = Pay ÷ Workdays.
  • Paid leave value = Weekly rate × Leave weeks used, Weekly rate = Hourly × Hours/week.
  • Expected severance = Weekly rate × Severance weeks × Probability.
  • Tax savings = Pre-tax contributions × Marginal tax rate.
  • Total benefits = sum of all benefit categories.
  • Total compensation = (Salary + Bonus) + Total benefits.

How to use this calculator

  1. Enter salary, bonus, and work schedule first.
  2. Add retirement match and employer contribution percent.
  3. Fill employer-paid premiums for insurance categories.
  4. Choose whether to include PTO value in totals.
  5. Enter stipends, equity, and expected severance settings.
  6. Optional: add pre-tax amount and marginal tax rate.
  7. Submit to see totals, charts, and downloads.

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Important Note: All the Calculators listed in this site are for educational purpose only and we do not guarentee the accuracy of results. Please do consult with other sources as well.