Auto Portability Growth RCH recently launched an auto portability solution and is expanding its automatic rollover capabilities for small accounts, presenting a clear sales opportunity to plan sponsors seeking to reduce cashouts and improve participant retention.

Portability Network Strategic partnerships with Fidelity Investments, Vanguard, and Alight Solutions to form the Portability Services Network indicate a collaborative sales path to reach a broad base of recordkeepers and sponsors focused on addressing leakage from small retirement accounts.

Scale Potential With a revenue range of 100M-250M and a workforce of 51-200, RCH sits between mid-market and enterprise clients, suggesting upsell opportunities with mid-sized sponsors and managed portability services for large plans seeking efficiency and compliance.

Expansion Footprint Significant investment in Charlotte headquarters and IT/call center capacity (4.1M in 2020) signals readiness for client onboarding and support scale, enabling a sales narrative around implementation speed and service reliability.

Data Security & Compliance Past data breach disclosures highlight the need for robust security and compliance assurances; opportunity to differentiate with enhanced data protection measures, incident response capabilities, and transparent governance to win risk-averse sponsors.