These case studies show what happens when PEO decisions are actively governed—not left to renew on autopilot. From pricing and underwriting to renewal strategy and workforce alignment, we provide independent oversight that drives measurable outcomes across the full lifecycle of the PEO relationship.
Most companies uncover cost and structure gaps when they take a closer look.
Challenges:
Legacy PEO structure in place for over six years without reevaluation
Challenges:
Need for national benefits coverage, including access to Kaiser.
Challenges:
Complex stakeholder environment with multiple decision-makers and competing priorities
Challenges:
Requirement to maintain existing service levels while improving cost efficiency
Challenges:
Admin fees were bundled at $115 per employee per month, limiting cost transparency
Challenges:
Dissatisfaction with current benefit plans. Ongoing issues with platform’s technology and system performance
Challenges:
No prior benchmarking against alternative PEO options
Challenges:
Retirement plan (401k) managed outside of the PEO structure. Workers’ Compensation managed outside of the PEO, creating a fragmented
Challenges:
Administrative fees were bundled at $325 per employee per month, limiting cost transparency. Dissatisfaction with current carrier.
Challenges:
Concerns around technology capabilities and service response times. Lack of visibility into actual spend and fee structure.
Challenges:
Inability to process bonuses due to percentage-based administrative billing
