Market Discovery Deck – RETIRED

Exploring a Scalable Tool for Client Education and Differentiation

Prepared by Dev Patel | For Stakeholder Review & Input

Why This Deck Matters

Unique Industry Perspective

Your experience in employee benefits provides a valuable lens into challenges brokers and employers face today.

Concept Validation

RETIRED is a mobile-first education platform for retirement plans that we're currently validating.

Collaborative Decision

We seek your thoughts, critiques, and questions to determine if this tool is worth building—together or with your input.

A Mobile, QR-Based Learning Experience

Scan & Learn

Employees scan a QR code to access branded retirement education content instantly.

Simple Management

Brokers and employers use a web CMS to organize and publish training, videos, FAQs, and timelines.

Track Engagement

View analytics by site, employer, and content type to measure effectiveness.

Zero Friction

No login, no apps, no learning curve—designed for maximum simplicity.

The Problem: Education Gaps That Hurt Engagement

1

Deskless Worker Challenge

HR and brokers struggle to educate employees without email or intranet access, creating significant communication barriers.

2

Low Plan Understanding

Employees have poor comprehension of their retirement benefits, directly leading to reduced participation rates.

3

Repetitive Q&A Burden

HR teams face the same questions every enrollment season, creating inefficiency and frustration.

4

Value-Add Pressure

Brokers are increasingly expected to provide additional value but lack scalable tools to deliver it effectively.

Customer Personas We're Building For

Plan Administrator (HR)

  • Faces repetitive education burden
  • Struggles with hard-to-reach workforce
  • Has no analytics on engagement

Broker Account Manager

  • Juggles 20–50 client groups
  • Lacks scalable education tools
  • Faces low differentiation from competitors

TPA or Benefits Consultant

  • Wants to offer value-adds
  • Struggles with compliance and engagement
  • Seeks co-branding opportunities

How Big Is the Opportunity?
We need to define our market!

TAM

?+ U.S. employers offering retirement plans

SAM

XXX employers with large deskless workforces (construction, retail, healthcare)

SOM

XX–YYY clients in Year 1 via broker or TPA partnerships

Our targeted approach focuses on industries with the highest concentration of desk-less workers or where plan education challenges are most acute.

Painkiller or Nice-to-Have?

Solving Real Problems

RETIRED addresses high-friction, low-tech education challenges that persist across the industry.

Market Demand

Clients are actively seeking better methods to train employees and explain complex benefits.

Competitive Edge

Brokers can offer this as a white-labeled differentiator that enhances their service offering.

RETIRED positions in the medium-to-high urgency, moderate willingness to pay quadrant

How We Plan to Reach the First 100 Customers

Broker Partnerships

Leverage existing broker relationships (you!) to introduce the platform to their client base.

TPA Integration

Partner with TPAs to bundle RETIRED into education season workflows and compliance processes.

White-Label CMS

Offer branded dashboards for brokers to serve multiple clients under their own identity.

On-Site Materials

Co-brand QR collateral for employers to use on-site, in onboarding kits, and benefit materials.

How We Monetize

$$$

Monthly Fee

Per client microsite with full access to education content and analytics

$$$$

Setup Fee

Optional one-time fee for custom branding and initial content development

$++++

ARR or MRR?

Projected annual recurring revenue with XX employer clients

Can You Help Us Validate?

Client Profiles

Which types of employers would benefit most from this solution?

White-Label Potential

Would your firm offer this as a branded tool in your service suite?

Obstacles

What features or objections would we likely encounter in your market?

Testing Opportunities

Could you suggest employer groups willing to participate in a validation pilot?

Where We Go From Here

1

Finalize MVP Features

Incorporate stakeholder feedback to define core functionality for initial release.

2

Validation Pilot

Identify 1-2 employer groups for hands-on testing and refinement.

3

Go-to-Market Planning

Confirm branding, pricing model, and distribution strategy alignment.

If this excites you—we'd love to book a short call or get written comments. Your experience can shape how this tool comes to life.

Schedule Call