How we use your information.

What you submit

The final submission saves your name, business email, employer context, benefit facts, acknowledgements, preliminary result and any attached guide. Your contact details and documents are accessible through the private owner workspace.

Why it is collected

The site owner uses this information to review your benefits program and follow up about your request. It is not displayed publicly. Your Snapshot is calculated in your browser without saving your entries. Only the optional “Get a full review from Tom” step sends your details and optional guide to the private owner workspace. Tom reviews attached guides personally; uploading does not automatically extract or change your Snapshot.

Benchmark development

Client submissions are kept separate from published reference values. They are not automatically added to benchmarks. Any future use of your information to develop benchmarks requires a separate review of permission and anonymization.

Storage and deletion

Submitted records and documents remain stored until the owner deletes them. To request correction or deletion, email tom@daly.la with your submission reference. The owner can delete the submission and its attached document from the private workspace.

Use employer-level documents

Only submit materials you are authorized to share. Exclude employee health records, employee-level personal information, Social Security numbers, and payroll rosters.

The pilot’s limits

Pilot: benchmarks are being refined. This Snapshot starts the conversation; it’s not a final market grade. Basic submission limits help prevent abuse. Owner sign-in is provided through ChatGPT.

Notice version: October 19, 2026