Consecutive renewal increases without third-party review
Already operating inside a PEO? This engagement evaluates whether your pricing, contract structure, underwriting, and service model remain aligned with your current scale and risk profile. When alignment exists, we correct structural drift. When it does not, we recalibrate leverage before renewal lock-in.
For growth-stage companies (20–1,000 employees) and private equity-backed teams.
Most PEO Relationships
Drift Between Renewals
Administrative fees reset. Underwriting pools adjust.
Contract leverage narrows.
Without independent review, companies accept renewal movement as market reality, when in many cases, it reflects unchecked drift.
Signs Your PEO Relationship Has Drifted:
Consecutive renewal increases without third-party review
Administrative fees difficult to reconcile
Workers’ comp classifications never formally audited
Multi-state growth without contract reassessment
Service model no longer matching company scale
This is a Review. Not a Quote Sheet
Realignment begins by identifying structural misalignment in pricing, underwriting, benefits design, contract terms, and renewal leverage. In many cases, correction occurs within the existing PEO relationship, without unnecessary disruption. The objective is not switching. It is restoring leverage and structural alignment.
Where Economic and Structural Drift
Typically Appears
Embedded fee stacking, tier misalignment, and outdated pricing bands.
Contribution structure and carrier mix misaligned with workforce profile.
Class code distortion, MOD factor drift, and risk pool mispricing.
SUTA rate shifts and state-level exposure impacting total cost.
Support structures that no longer reflect company complexity.
Auto-renewal provisions, notice periods, and leverage windows narrowing over time.
Two Outcomes. One Process.
Structured. Focused.
Executive-Level.
Typical turnaround: 8–10 business days following intake.
Independent Leverage in a
Provider-Controlled Market
Most PEO relationships are governed by the provider — or by intermediaries compensated by it. We operate independently of carrier incentives, placement economics, and platform quotas. Across hundreds of renewal cycles and evaluations, we have observed a consistent pattern: leverage erodes without oversight. Our role is to restore structural balance before renewal lock-in or diligence exposure.
What an Independent Review Typically Surfaces
Stop guessing.
Start optimizing.
Independent review. Unbiased guidance.
