FeatureHeld

See what your employees really understand about their retirement plan.

FeatureHeld compares what employees believe about their plan's features with what the Summary Plan Description (SPD) actually says, then teaches the gaps in plain language.

Built for plan sponsors of any size and the advisers who serve them.

  1. Upload your SPD; your team confirms each plan fact
  2. Employees check what they believe
  3. See the gaps and close them with plain-language lessons
Request early access

Each employee sees their own results privately. Employers see group-only results.

30 seconds: what do your employees believe?

Three quick questions. The sample plan is made up, and nothing you tap is sent. Your answers stay in this browser tab only.

A sample from the 16-question employee pulse.

The walkthrough (1:32)

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Built on the dissertation research of Dr. Johnny Bill Clark, DBA.

Questions from employers

Who is FeatureHeld for?

Employers and their HR and benefits teams who offer a workplace retirement plan.

How do we start?

Tap Request early access below, or write to [email protected]. We'll reply with how early access works.

How is it priced?

Pricing is a flat fee, never a percentage of plan assets. We'll share it when we reply.

Request early access

Or write to [email protected]

We use your email only to reply. Privacy notice (available on request)