Participant Gap Analysis Reporting

Overview

The Batch Gap illustration tool can quickly create retirement gap illustrations for an individual or a group.

The report defaults are configured in the Participant Gap Analysis Report Configuration Editor.

Below is an example of the "picturesque" version of the Participant Gap Analysis Report and direction for its configuration.  Additional formats include "Clean Lines" and "Minimalist":

Batch gap report

 

Note:In the Assumptions column on the right, the pre-tax balance and Roth balance are the projected balances for the pre-tax and Roth accounts with the current contributions. The balances do not reflect any increased contribution to the respective account.