Sample Individual Gap Analysis, Retirement Income Assessment

A gap analysis is a way for your employees to see how they are tracking toward their retirement savings goals. It measures the gap between their current savings and savings rate and their future dollars needed. Typically, a gap analysis will take into account Social Security, 401(k) and other retirement savings accounts. Check out this sample gap analysis and see what it looks like and the types of recommendations a gap analysis will provide to your employees to get them back on track.