Most adviser prospecting tools generate volume. They produce a list, you blast a generic email, the list goes cold. Search(k) produces the opposite: a single plan, with a complete AI-authored intelligence brief your team hands the adviser before the first meeting.
When you saw Bench(k), you said merging that visual into Search(k) would be a "bigger home run." It's done. This brief shows what your sales team can now hand advisers — not a list of 5,000 plans in a 50-mile radius, but a plan-by-plan intelligence package built for the specific opportunity. Walk-through below.
Most 5500 search products solve the wrong problem. They optimize for breadth — give me every plan in a radius, every plan in a size band, every plan in an industry. Then advisers fire generic outreach into that pile and call it prospecting. Search(k) inverts the model.
The standard 5500 search workflow. Adviser pulls a list, drops it into a sequencer, blasts a generic mailer. Conversion approaches zero because every plan gets the same pitch — and the pitch contains no plan-specific insight.
The Search(k) → Bench(k) workflow. Filter to a tight target set, click into a single plan, and hand the adviser a complete benchmark report with AI commentary on contribution gaps, peer comparison, and upgrade angles — before they ever pick up the phone.
Five clicks. Two minutes. Output: a plan-specific intelligence package. Wireframes below — annotated so anyone on your team can grasp the flow without a demo.
Geography, plan size, NAICS industry, asset range, current TPA. Filter by combination — not raw radius. Most adviser tools stop here.
Total assets, average plan size, count. Sales team confirms the target segment is fundable before doing a single click of outreach.
"Benchmark this plan" on every result row. This is the bridge to Bench(k). One click pre-loads the plan — no copy/paste, no EIN re-entry.
The EIN passes via URL. No copy/paste. No "lookup again." The adviser opens to the plan already loaded.
AI analysis triggers immediately. By the time the adviser sees the page, the benchmark is ~30 seconds from rendering.
"← Back to Search(k)" stays in the topbar. Adviser can flip back to the result list and benchmark the next plan in 5 seconds.
The full plan design — every provision, every metric. Match formula, vesting, auto-enrollment status, participation, fee tier. Sponsor sees their own plan reflected back with peer benchmarks alongside.
This is the differentiator. Three plan-specific opportunity areas, dollar-quantified, citation-backed. Not template language. Generated for that one plan, that one EIN, that one sponsor.
PDF export for the adviser's first-meeting hand-off. Save to Vault persists the analysis to their CRM. Branded "Plan Design Consultants" optional.
Not a list. Not a leaderboard. Not a CSV export. A plan-specific intelligence package they can walk into a sponsor meeting with — produced in two minutes, ready to print or email.
Plan Design Consultants' sales team isn't competing with adviser blast emails. You're competing with adviser preparation. Search(k) → Bench(k) closes that gap in two clicks. Every adviser your team supports walks into every prospect meeting with intelligence the sponsor doesn't have — and didn't expect them to bring.
"I love these graphics and think it would be an even bigger home run if you merged this visual into the Search(k) output."
The integration is live. Search(k) result rows now include a "Benchmark this plan" button on every record. One click hands the EIN to Bench(k), the AI analysis fires automatically, and within 30 seconds the adviser has a print-ready intelligence package — the visual you saw, but plan-specific, every time.
Happy to do a 20-minute live walk-through with you and the sales leads. We can also discuss co-branded reports — "Powered by Plan Design Consultants" — so every benchmark your team distributes carries your firm's identity, not ours.