Level-funded / performance

Do not wait for year-end experience to be your first meaningful signal.

Metra adds employer-owned workforce evidence alongside plan experience and program investment. During the plan year, compare measured movement with experience; at renewal, bring accumulated evidence beside carrier assumptions.

Level-funded / performance

Performance is more than the renewal result.

During year

Compare evidence

Place risk movement beside plan experience and program investment while decisions are still available.

Renewal

Test assumptions

Use accumulated evidence alongside carrier experience and renewal assumptions.

Boundary

Keep outcomes distinct

Observed movement is not a premium forecast or guarantee of savings.

Method

Know the limits

Participant-reported inputs are not clinical verification and may not represent the workforce.

Level-funded briefs

Finance → Total Rewards → Procurement → People leadership → Enterprise leadership → Brokers →

Supplied overview PDFs contain an attestation statement. Consult the current version-specific public attestation record. The current public v1.1 status is open for attestation; the demo signer is not a live attestation.