A SuperApp for U.S. Retirement Providers
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25
years
projects
100+
5M+
users
Trusted by startups and global enterprises for over 25 years. 100+ high-stakes projects. 5M+ delighted users. Zero nonsense.
Why invest now?
Margins under pressure, rollovers on the rise
01
Fee compression is relentless. Equity fund fees have fallen to 0.26%; administrative fees continue to shrink
03
Engagement drives retention. Participants stay when rollovers and upsell journeys are simple, not when fees are low
02
Rollover flows are exploding. $1.15T expected annually by 2030—each lost rollover is lost revenue
04
Fragmentation erodes the margin. Multiple portals and logins increase churn, lower attach rate, and raise cost-to-serve
The evidence
Every retained rollover lifts contribution margin
Churn is silent
Most assets lost during rollovers leave without warning—legacy UX is the trigger
Competition raises the bar
Fintechs and mega-providers win assets with convenience, not fee wars
Auto-enrollment surge
New digital-native accounts under SECURE 2.0 will magnify the gap
FAQ
Because margin growth now depends on AUA retention and cross-sell. Lost rollovers mean lost revenue, even when participants don’t complain.
No. It’s an end-to-end participant journey—enrollment, rollovers, investments—in one seamless experience.
Within months: higher rollover retention, improved ARPU, lower ticket costs. The Readiness Sprint makes leaks visible fast.
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