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

Offer Volume discounts for broker-managed sites with multiple clients, creating incentives for expansion.
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