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How Does Auto Portability Work? Watch the Video.

Estimate Your Plan's Benefits from the Adoption of Auto Portability


The Auto Portability Plan Calculator will provide you with an estimate of the benefits that your defined contribution plan and its participants could realize over time, from the adoption of the Auto Portability program. The calculator uses data from the Retirement Clearinghouse (RCH) Auto Portability Simulation to project these benefits over a 40-year period, using system-wide averages for participant turnover, and for separated participants’ balances under $7,000.

To use the calculator, simply enter the current number of active & contributing plan participants and press "Calculate."

Reach out to your member recordkeeper's Relationship Manager for more information.

Number of Active, Contributing Participants:

Enter the total number of active employees who are contributing to your plan below.

   Calculate
WITHOUT Auto Portability
Over 40 years, I could expect approximately:
or
27.3%
of small-balance participants to preserve their retirement savings, worth
at retirement.
WITH Auto Portability
Over 40 years, I could expect approximately:
or
73.4%
of small-balance participants to preserve their retirement savings, worth
at retirement.
How Does Auto Portability Work? Watch the Video.

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