PES Benefits
PES Benefits is a US-based employee benefits intermediary that provides brokers and employers with benefits technology, administration, education, employee advocacy, and virtual care services across 46 states.
- Company typePrivate
- Founded2017
- HeadquartersRidgefield Park, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
PES Benefits firmographics
Firmographics- Name
- PES Benefits
- Legal name
- PES Benefits
- Website
- https://pesbenefits.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- PES Benefits is a US-based employee benefits intermediary that provides brokers and employers with benefits technology, administration, education, employee advocacy, and virtual care services across 46 states.
- Ownership category
- akta.pro rank
PES Benefits industry classification
Industry- Product category
- Employee Benefits Administration and Technology
- NAICS
- Insurance and Employee Benefit Funds (5251)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Benefits Administration (BPACAPAC)
- akta.pro secondary industries
- Benefits Administration & Enrollment Support (BPAAAIAB), Worksite Financial Wellness & Employee Assistance Programs (EAP) (FSAIAMAN)
Keywords
Where PES Benefits is headquartered
LocationHeadquarters
- HQ city
- Ridgefield Park
- HQ country
- United States
- HQ region
- North America
Offices9 records
Markets served
PES Benefits business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Benefits Technology Services: Custom benefits technology solutions and platform integration services for brokers and employers. Revenue generated through technology build fees and ongoing platform access.
- Benefits Administration Services: Full suite of benefits administration including ACA compliance, billing reconciliation, dependent verification, and COBRA administration provided as ongoing services.
- Benefits Education Services: Benefits Education Center staffed with licensed benefit counselors providing enrollment support, employee education, and advocacy services through face-to-face, telephonic, and virtual options.
- Virtual Care (AllyHealth): Virtual healthcare and wellness services including telehealth, mental health counseling, and wellness coaching offered as part of employee benefits packages.
- PES PERKS: Employee discount shopping portal providing exclusive brand discounts, generating revenue through employer partnerships.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
PES Benefits product offering
Product offeringCore offering
PES Benefits provides integrated employee benefits technology, administration, education, and virtual care solutions to brokers and employers across the United States. Core offerings include custom benefits technology builds on multiple third-party platforms, full-scope benefits administration (ACA compliance, COBRA, dependent verification, billing reconciliation), licensed benefits education and employee advocacy, and the AllyHealth virtual care platform for telehealth and wellness. The company positions itself as a one-stop shop under the motto "Simple – Flexible – Personal."
Product overview
PES Benefits is an employee benefits technology, administration, education, and virtual care solutions provider operating as a platform-plus-modules architecture. The core platform consists of Benefits Technology (custom builds on platforms like PlanSource, Employee Navigator, bswift, Ease, and Selerix), Benefits Administration (ACA compliance, billing reconciliation, COBRA, dependent verification), and Benefits Education (counselors, call center, self-enroll). Key modules include AllyHealth (virtual care division offering telehealth, mental health, dermatology, MSK services), Employee Advocacy, Custom Communication Materials, PES PERKS! discount portal, and the Prescription Discount Program. The portfolio is unified through a shared focus on simplifying the employee benefits experience for brokers, employers, and employees.
Differentiator
Problem solved
Functional benefit
Brands
- AllyHealth: A division of PES providing virtual healthcare and wellness services including Virtual Primary Care, Virtual Urgent Care, Virtual Psychology, Virtual Psychiatry, Virtual Dermatology, Virtual MSK, Health & Wellness Coaching, and Practical Daily Support through a mobile app platform.
Products and services
- AllyHealth Virtual Care Platform A standalone virtual healthcare and wellness division of PES offering Virtual Primary Care, Virtual Urgent Care, Virtual Psychology, Virtual Psychiatry, Virtual Dermatology, Virtual MSK, Health & Wellness Coaching, and Practical Daily Support with 24/7/365 access via mobile app. Sold to brokers and employers as an integrated virtual care benefit.
- Benefits Technology
Quantifiable outcome
- 80% of employees do not open or read benefits materials
- +7 more outcomes
Companies that use PES Benefits
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
PES Benefits technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature9 records
PES Benefits partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered strategic and core.
- The ETC CompaniesstrategicPES Benefits acquired The ETC Companies, expanding service offerings to include ACA and HR services along with advanced broker support capabilities. The acquisition extends PES Benefits' reach to partners nationwide, positioning the company as a more comprehensive solutions provider in the employee benefits space.
- nRollTechstrategicPES Benefits announced its acquisition of nRollTech, a benefits technology company, to enhance its own employee benefits solutions. The deal aims to combine expertise and resources from both companies to improve services for benefits brokers, carriers, employers, and employees.
- PlanSourcecorePlanSource partnership integrates AllyHealth virtual care services into the PlanSource Partner Marketplace. PlanSource connects 4.5 million consumers with over 36,000 employers. The partnership expands reach and provides more people access to telemedicine and wellness solutions.
- AllyHealthcorePES acquired AllyHealth, a virtual healthcare and wellness company based in Philadelphia, PA. The acquisition expands PES's employee benefits offerings to include tailored telehealth solutions including urgent care, mental health counseling, and wellness coaching, enhancing its benefits technology platform.
- Employee NavigatorcoreTechnology partner platform for benefits enrollment. PES is platform agnostic and works with Employee Navigator along with other benefits technology providers.
- bswiftcoreTechnology partner platform for benefits enrollment. PES is platform agnostic and works with bswift along with other benefits technology providers.
- EASEcoreTechnology partner platform for benefits enrollment. PES is platform agnostic and works with EASE along with other benefits technology providers.
- SelerixcoreTechnology partner platform for benefits enrollment. PES is platform agnostic and works with Selerix along with other benefits technology providers.
- American Health Care Association (AHCA)strategicPES is a proud AHCA partner, supporting programs and services that bring about improvement in long term care and help create strategies to deal with profession-related issues including revised policies and regulations, staffing shortages, Medicare and Medicaid, tort reform and quality.
- National Center For Assisted Living (NCAL)strategicPES is a proud NCAL partner, supporting programs and services that bring about improvement in long term care and help create strategies to deal with profession-related issues including revised policies and regulations, staffing shortages, Medicare and Medicaid, tort reform and quality.
Scale indicators3 records
Recent moves6 records
Expansion highlights3 records
PES Benefits competitors and assessment
Company assessmentBroad incumbents
- ADP TotalSource / ADP Benefits: ADP's PEO and standalone benefits administration offerings bundle payroll, HR, and benefits for small and mid-market employers. Represents the bundled-incumbent threat to PES — overlapping in benefits admin and ACA but as part of a much broader portfolio.
Direct peers
- BenefitMall: Broker-facing benefits technology and administration provider offering payroll-integrated solutions. Comparable to PES in serving the broker channel with combined technology and admin services.
- PlanSource: Cloud-based benefits administration and HR platform serving employers, employees, and brokers. Highly comparable to PES's Benefits Technology stack, with a Partner Marketplace (where PES/AllyHealth is listed) that creates direct overlap on benefits admin and virtual care distribution.
- OneSource Virtual: Provider of technology-enabled benefits administration services, with particular strength in Workday-integrated solutions. Comparable to PES as a tech-forward benefits admin firm serving brokers and employers, with a similar mix of recurring services.
- Benefitfocus (Voya Financial): A leading benefits administration technology platform serving employers, carriers, and brokers. Highly comparable to PES in offering enrollment, billing, and benefits management workflows, though operating at substantially greater scale and now under Voya's ownership.
- Sequoia Consulting Group: Boutique benefits, HR, and risk-management consulting firm providing administration, compliance, and brokerage support. Comparable to PES in targeting mid-market employers via a service-led model rather than pure software.
- bswift: Benefits administration technology platform offering enrollment, ACA reporting, and decision-support tools. Directly comparable to PES's Benefits Technology and Administration products; bswift is also one of PES's technology partners, creating a partner-competitor dynamic.
- Employee Navigator: Benefits administration and HR software platform popular with brokers and small-to-mid-market employers. Directly comparable technology partner/competitor to PES, with similar focus on broker-channel distribution and ACA compliance.
- Maestro Health: Integrated benefits administration, brokerage, and wellness provider serving mid-market and enterprise employers. Closely comparable to PES's combination of admin, education, and virtual-care offerings bundled for employer clients.
Emerging players
- WEX Health (Benefitly): Benefits technology subsidiary of WEX providing HSA, FSA, COBRA, and consumer-directed benefits administration. Partial overlap with PES's COBRA, billing reconciliation, and benefits admin stack, particularly relevant for employers seeking consumer-directed benefit account technology.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
PES Benefits social profiles
Digital presencePES Benefits compliance and trust
Trust signalCompliance1 record
PES Benefits financial estimates
Financial estimateRevenue estimate
Valuation estimate
PES Benefits leadership team
Management profileNumber of profiles
Profiles1 record
PES Benefits subsidiaries and ownership
Company hierarchySubsidiaries3 records
PES Benefits funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PES Benefits M&A and investment
M&A and investmentM&A4 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PES Benefits
What does PES Benefits do?
PES Benefits provides integrated employee benefits technology, administration, education, and virtual care solutions to brokers and employers across the United States. Core offerings include custom benefits technology builds on multiple third-party platforms, full-scope benefits administration (ACA compliance, COBRA, dependent verification, billing reconciliation), licensed benefits education and employee advocacy, and the AllyHealth virtual care platform for telehealth and wellness. The company positions itself as a one-stop shop under the motto "Simple – Flexible – Personal."
Is PES Benefits a public or private company?
PES Benefits is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PES Benefits founded?
PES Benefits was founded in 2017. It employs 251 to 500 people.
Where is PES Benefits based?
PES Benefits is headquartered in Ridgefield Park, United States, in the North America region.
How does PES Benefits make money?
Five revenue lines are on record. Benefits Technology Services are the primary driver. The others are benefits Administration Services, benefits Education Services, virtual Care (AllyHealth) and PES PERKS.
Who are PES Benefits's main competitors?
ADP TotalSource / ADP Benefits is listed as a broad incumbent. Direct peers are BenefitMall, PlanSource, OneSource Virtual, Benefitfocus (Voya Financial), Sequoia Consulting Group, bswift, Employee Navigator and Maestro Health. WEX Health (Benefitly) is listed as an emerging player.
Does PES Benefits have an API?
No public API is recorded for PES Benefits.
What industry is PES Benefits in?
PES Benefits's product category is Employee Benefits Administration and Technology. Its primary akta.pro industry code is BPACAPAC, Benefits Administration, with a secondary code of BPAAAIAB, Benefits Administration & Enrollment Support. Its NAICS code is 5251 and its SIC code is 6411.