PEO Carve-Out

Benefits Case Study #3

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Healthcare management company with 40 employees was part of a well renowned national PEO (Professional Employer Organization). They were concerned with being overcharged for services and wanted to analyze options to leave the PEO.


We were able to carve out all the services provided by their current PEO (Health insurance, Payroll, Workers Comp, 401K). This process took over 3 months as we had to coordinate with the employer as well as the various service providers in order to provide a seamless transition for the company and its employees.


  • The company saved 20% on health insurance costs ($6,000 per month) and an additional $1,500 monthly in Admin fees.
  • The overall monthly savings was $7,500 without any reduction in service levels.
  • The employer portion of the savings was $4,500 monthly, which covered the salary of their HR Manager that they already had on staff.


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