Market intelligence · PEO & pooled-plan economy
Other data vendors sell the whole universe of plan records. AtlasBasin maps what none of them do: the participating employers inside PEO plans and Pooled Employer Plans — who they are, when they arrived, when they left, and where they went next.
125,000+
employer profiles
450+
PEO operators tracked
200+
pooled plan providers
$18B+
reconciled lineup assets
The record
Most databases stop at the plan. AtlasBasin is drawn at the level where PEO and pooled-plan deals actually happen: the participating employer. An operator's profile carries the roster, the departures, the benefits book, and the renewal clock — every figure traced to its filing.
| Employer | Departed | Destination | Renewal month |
|---|---|---|---|
| #0412 · Machine shop, Tampa FL · 214 EEs | 2024 | → Operator #27 | Nov |
| #1187 · Dental group, Orlando FL · 88 EEs | 2024 | not observed elsewhere | Jan |
| #0033 · Site contractor, Fort Lauderdale FL · 402 EEs | 2023 | → own single plan | Sep |
| #2764 · Law practice, Jacksonville FL · 156 EEs | 2024 | → Pooled Plan #08 | Apr |
Benefits book
308,412covered lives · 4 carriers
Lineup extract
$1.2Breconciled · Δ 0.002%
Safety lens
0.8×injury rate vs. industry
Modules
One core platform: both modules plus Recordkeepers for PEO and pooled plans, with cross-module search running underneath. The all-plans Recordkeepers view, single-employer plans included, is available as an expansion.
Operators, their client books, and the movement between them — the side of the market where the roster itself is the product.
The pooled-provider census, credentialed and priced — from provider registration through the funds on the menu.
AtlasBasin connects to Claude and other AI assistants that support MCP connectors. Your reps ask in their own tools; the answers come back with provenance.
Included in every tier →A competing rep doesn't want 800,000 plan records. They want the employers that left a named competitor last year — with the renewal month.
The rest of the field
The incumbents index every filing in the country, and every row is as cold as the next. Ask those databases for the employers inside a MEP, and the answer is mostly silence.
AtlasBasin
AtlasBasin starts where they stop: inside the MEP. Participating employers by operator, arrival and departure years, destination where observed, benefits and safety context on the same record. Fewer records, far higher intent per record.
One documented move · departed XYZ PEO in 2024, arrived YZX PEO in 2025 · renewal month Jan
Who it's for
A market map serves every team working the territory.
employers that left a named competitor, with the renewal month.
the plan an employer sits in, and when it comes up for air.
which pooled providers are growing, what their plans hold, and the large employers still pooled.
the pooled fund shelf, whose menus hold which funds.
books, churn, and credentials for a consolidating industry.
the operator's own book, sized before the first call.
Method
Prospecting data earns trust by being honest about what it knows. Four rules govern every surface in AtlasBasin.
01
An employer appears as a departure only when the record shows it. Bounded years are labeled as bounded, and an unknown destination means not observed elsewhere, never a guess dressed as a fact.
02
An empty result states why it is empty — a filing structure, an extraction boundary — instead of pretending to be a zero. Some operators file no roster at all; AtlasBasin says so on the operator, up front.
03
Extracted investment lineups display only when they reconcile against the plan's filed totals, at a median delta of 0.003%. Anything that fails the gate renders nowhere.
04
Every figure keeps its provenance, source to year, through every screen and into every CSV export. As filed means as filed.
Pricing
Individual
On request
1 seat
Most common
Team
On request
5 seats
Firm
On request
Firm-wide
Enterprise
On request
Quoted
Pricing on request. Every plan includes the core platform: the PEO and PEP modules, with Recordkeepers for PEO and pooled plans. The all-plans Recordkeepers view, single-employer plans included, is available as an expansion.
AtlasBasin is onboarding a small first cohort across the PEO and pooled-plan market: sales, advisory, diligence, and investment teams. Tell us the book you run or the question you're chasing, and we'll open a seat when the map covers your territory.