Solutions
Built for the complexity of mid-market benefits
Whether you manage 200 or 5,000 employees, BenefitsAlign adapts to your industry's regulatory requirements, workforce structure, and benefits philosophy.
By industry
Tailored to your sector's requirements
Executive compensation and fiduciary compliance at scale
Financial services firms face unique pressure to offer competitive executive benefits while maintaining strict ERISA fiduciary standards. BenefitsAlign automates NQDC plan administration, 409A compliance, and Form 5500 filing — so your benefits team focuses on strategy, not paperwork.
Key challenges we solve
- NQDC and deferred compensation plan complexity
- ERISA fiduciary documentation and audit trails
- Highly compensated employee (HCE) nondiscrimination testing
- SEC and FINRA benefits disclosure requirements
Outcomes for Financial Services clients
Without BenefitsAlign
Financial Services HR teams typically spend 30–40% of their time on manual compliance tasks, error-prone spreadsheet workflows, and reactive audit preparation — time that should go toward strategic talent initiatives.
HIPAA-compliant benefits for a complex, distributed workforce
Healthcare organizations manage benefits across clinical staff, administrative teams, and contractors — each with different eligibility rules. BenefitsAlign enforces HIPAA data handling, automates ACA 1094-C/1095-C reporting, and supports multi-tier health plan structures for credentialed and non-credentialed employees.
Key challenges we solve
- HIPAA-compliant PHI handling across benefits data
- ACA reporting for variable-hour clinical staff
- Multi-site eligibility and enrollment management
- HSA/FSA/HRA administration for diverse workforce tiers
Outcomes for Healthcare clients
Without BenefitsAlign
Healthcare HR teams typically spend 30–40% of their time on manual compliance tasks, error-prone spreadsheet workflows, and reactive audit preparation — time that should go toward strategic talent initiatives.
Competitive perks and equity benefits for talent retention
Tech companies compete for talent with rich perks — equity compensation, student loan repayment, remote work stipends, and wellness programs. BenefitsAlign unifies these under a single platform with real-time utilization analytics, so HR can prove ROI and iterate fast.
Key challenges we solve
- Equity and ESOP plan administration and vesting schedules
- §132 fringe benefit and remote work stipend compliance
- High-velocity hiring and offboarding benefit transitions
- Perks ROI measurement and utilization reporting
Outcomes for Technology clients
Without BenefitsAlign
Technology HR teams typically spend 30–40% of their time on manual compliance tasks, error-prone spreadsheet workflows, and reactive audit preparation — time that should go toward strategic talent initiatives.
Union and non-union benefits administration without the complexity
Manufacturing HR teams juggle union agreements, shift-based eligibility, and multi-state compliance. BenefitsAlign handles collective bargaining agreement (CBA) benefit rules, COBRA administration for high-turnover roles, and multi-state ACA reporting — all from one dashboard.
Key challenges we solve
- CBA-driven benefit eligibility and plan rules
- COBRA administration for high-turnover hourly workforce
- Multi-state compliance and reporting requirements
- Workers' compensation and disability benefit coordination
Outcomes for Manufacturing clients
Without BenefitsAlign
Manufacturing HR teams typically spend 30–40% of their time on manual compliance tasks, error-prone spreadsheet workflows, and reactive audit preparation — time that should go toward strategic talent initiatives.
Partner-tier benefits and client-facing compliance confidence
Law firms, consulting firms, and accounting practices need to offer partner-level executive benefits alongside associate and staff plans. BenefitsAlign manages tiered plan structures, QSEHRA for smaller entities, and §127 education assistance — with the audit trails that regulated industries demand.
Key challenges we solve
- Partner vs. associate vs. staff benefit tier management
- QSEHRA and HRA plan administration for smaller entities
- §127 education assistance program compliance
- Client-facing SOC 2 and data security requirements
Outcomes for Professional Services clients
Without BenefitsAlign
Professional Services HR teams typically spend 30–40% of their time on manual compliance tasks, error-prone spreadsheet workflows, and reactive audit preparation — time that should go toward strategic talent initiatives.
By company size
Right-sized for where you are today
BenefitsAlign scales with your workforce — from growth-stage companies outgrowing spreadsheets to scaling enterprises that need institutional-grade controls.
200–500 employees
Growth stage
Enterprise-grade benefits without the enterprise overhead
At 200–500 employees, you're outgrowing spreadsheets but not ready for a full benefits team. BenefitsAlign gives you automated compliance, self-service enrollment, and real-time reporting — so one HR generalist can manage what used to take a team.
- Automated ACA tracking and reporting
- Self-service open enrollment portal
- Pre-built compliance workflows
- Payroll integration in under 2 hours
500–2,000 employees
Mid-market
Complexity without chaos — one platform for every plan type
Mid-market companies carry the full weight of benefits complexity: multiple health plans, retirement options, executive compensation, and perks — often across multiple states. BenefitsAlign centralizes administration, automates nondiscrimination testing, and gives your team a single source of truth.
- Multi-state compliance management
- Nondiscrimination testing automation
- Executive compensation plan support
- 32+ HRIS and payroll integrations
2,000–5,000 employees
Scaling enterprise
Institutional-grade controls for a growing workforce
As you scale toward enterprise, audit readiness, data security, and benefits governance become board-level concerns. BenefitsAlign provides SOC 2 Type II infrastructure, role-based access controls, and full audit trails — so your benefits program scales without compliance risk.
- SOC 2 Type II certified infrastructure
- Role-based access and approval workflows
- Full audit trail and document retention
- Dedicated implementation and CSM support
Find your solution
Tell us about your industry and workforce — we'll show you exactly how BenefitsAlign fits.
Request a tailored demo