Analytics

Performance insights for your book of business

Client Retention Rate

94.2%

+2.1%

Avg Premium per Client

$22,871

+8.5%

Book of Business Value

$5.64M

+12.3%

Renewal Rate

91.5%

-1.2%

Plan Distribution

Platinum PEO15 clients
Gold Group45 clients
Silver ICHRA78 clients
Bronze Small Group109 clients

Growth Trend

Aug
Sep
Oct
Nov
Dec
Jan

Total Clients

247

6-Month Growth

+5.1%