Employee demo · synthetic Summary Plan Description (SPD) by default · any-company SPD upload in plan setup (Parse) · not investment advice · not a commercial pulse

Your plan features, in plain language

See what your Summary Plan Description (SPD) says, and check what you believe.

One guided flow, about 7 minutes, in this order: upload your SPD (or use the sample), take a short pulse, see your gaps in the gap report, 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

Checking pulse status…

Plan setup (employer / adviser)

Where the SPD is uploaded

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 setup. Employees then take the pulse against the parsed plan.

In this demo:

Open 1 Upload plan. 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.

Or jump to Upload plan

The guided flow

How the demo works, in 5 steps

Each step has the same step bar, a Back button, and a Next button. Answers stay in this browser only. Nothing is sent anywhere.

  1. 1

    Upload plan

    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, plus contribution limits and loans when the document states them.

  2. 2

    Pulse

    Rate how well you know each plan feature, then answer a quick check for each one. Optional display name, age band, and role.

  3. 3

    Gap report

    Perceived vs actual, per feature: what you thought, what the plan says, and how big the gap is.

  4. 4

    Learn

    Short lessons, biggest gaps first. Mark each one done.

  5. 5

    Talk to an adviser

    A summary for your adviser, 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.