Your plan features, in plain language
See what your plan document says, and check what you believe.
One guided flow, about 7 minutes: take a short pulse, watch FeatureHeld parse a plan document, see your gaps, learn the biggest ones first, and finish with a handoff package for a licensed adviser. This demo starts from a synthetic SPD; in production an employer or adviser uploads any company's SPD once in plan setup so pulse and gap are plan-specific. No fund picks. No retention promises. No account numbers.
Start the demo begins with a fresh pulse in this browser (earlier demo answers are cleared). Short on time? Use sample answers on the first screen.
Checking pulse status…
Plan setup (employer / adviser)
Where Upload SPD lives
SPD upload is a plan-admin step, not part of employee Learn. In production, HR or an adviser uploads that company's SPD once under Plan documents. Employees then take the pulse against the parsed plan.
Open 2 Parse · Upload SPD. Default is the synthetic Example Co. SPD. You can optionally drop any company's SPD (PDF/TXT/HTML); parsing stays on this device and is never sent to a server.
The guided flow
Five steps, one path
Each page has a progress bar and a big Next button. Answers stay in this browser only. Nothing is sent anywhere.
Pulse
Rate how well you know each plan feature, then answer a quick check for each one. Optional display name, age band, and role.
Plan setup · Parse
Employer/adviser Upload SPD (demo: synthetic sample, optional on-device upload of any company's SPD). FeatureHeld pulls out match, vesting, fees, defaults, and eligibility for that plan.
Gap
Perceived vs actual, per feature: what you thought, what the plan says, and how big the gap is.
Teach
Short lessons, biggest gaps first. Mark each one done.
Hand off
A handoff package built from your pulse, shared only with your consent. Print to PDF or copy the summary.
Demo data: Example Co. 401(k) Plan, synthetic. Source JSON: spd-facts.json.