Free Payroll Analysis

See exactly how much your business can save — before you commit to anything.

The free payroll analysis is the only way to get real numbers for your business. It takes a few minutes of your time, no private employee data, and zero obligation.

Qualifying employers: 50–10,000+ W-2 employees.

What You Get Back

The analysis includes

  • Projected employer FICA tax savings — annual and monthly, based on your actual payroll data
  • Employee eligibility list — which of your employees qualify, and why
  • Employee benefits budget — what each eligible employee would have to invest in benefits or take home as additional pay
  • Implementation estimate — a timeline for your team size
  • Benefits design recommendation — which voluntary benefit options make the most sense for your workforce
We need
  • Employee gross wages (annual or per payroll)
  • W-4 filing status
  • Pre-tax deductions (health insurance, 401(k) amounts)
  • Post-tax deductions, if any
  • Number of employees and pay frequency
We do NOT need
  • Social Security numbers
  • Home addresses
  • Personal email or phone numbers
  • Names — employee IDs are sufficient
  • Bank or financial information of any kind
Who This Is For

A quick self-check before you book

Qualifying employers have 50–10,000+ W-2 employees — full-time or consistent part-time employees earning at least $25,000–$30,000 annually qualify most reliably.
Any industry. Healthcare, hospitality, food service, professional services, nonprofits, construction, distribution, and more.
Existing benefits are fine. Trio supplements what you already offer — it does not replace anything.
Entity type matters for owners. Sole proprietors, partners, and S-corp shareholders owning >2% are not eligible for the Section 125 benefit. Entity type is confirmed during the analysis process.
Book Your Analysis

Pick a time that works for you

No cost. No private data required. No obligation. If the meetings calendar below doesn't load, open the scheduling page directly.