Find retirement plans that match your ideal client profile — filtered by recordkeeper, AUM, headcount growth, fund menu structure, and key decision maker flags.

Surface signals traditional benchmarking tools miss: employer match generosity, participation strength, implied median workforce age, passive indexing scores, and loan utilization. Target outreach with firm-specific intelligence rather than generic statistics.

Benchmark portfolio company retirement plans against true peers in seconds. Identify gaps versus ideal plan design, assess match competitiveness across your U.S. holdings, and evaluate fees and plan structure at scale.

Use smart search during diligence to surface retirement plan liability, compliance exposure, dominant fund families, plan administrators, and workforce culture signals — before you close.

Target enterprise sales with precision. Identify financially fragile workforces through signals like loan utilization rates, corrective distributions, and below-market employer match — indicators that often precede demand for financial wellness products, emergency savings accounts, and supplemental benefits.

Track AUM movement, new plan formations, and sponsor relationships across the market. Analyze plan design trends, fund menu composition, and competitive positioning at scale — without building or maintaining the underlying Form 5500 data infrastructure yourself.

Access the structured data feed that powers 5500Alpha. Integrate the underlying dataset directly into your own products, analytics pipelines, or advisor platforms via CSV or JSON. The data is normalized, enriched, refreshed monthly, and built for programmatic access.

Bring retirement plan intelligence into benefits strategy. 5500Alpha adds visibility into employer match rates, participation levels, and plan health alongside your HSA, HDHP, and benefits analytics — filling key gaps in workforce financial culture and stress signals.

For ICHRA-focused firms, it provides context around retirement plan activity and defined contribution posture in states with favorable individual market dynamics.

Surface early indicators of fiduciary exposure. Track elevated fees, corrective distributions, auditor changes, and legal risk signals across large plan populations. Built for firms developing ERISA litigation practices or advising plan sponsors on fiduciary risk management.