Lena Zielinski is on pace to miss about $1,933 of employer match this year

Lena Zielinski · Mass Affluent · 50-59 · Phoenix, AZ · Advisor Elena Brandt

Why it fired

Contributing about 2.1% of pay against a 6% match. On pace for $2,059 this year, $3,867 under what the full match needs.

Rule: A paycheck's 401(k) contribution falls under the employer match rate, leaving $1K or more of match unclaimed this year.

401(k) contributions this year, by month

Evidence (4)

Salesforce plan contribution
May 17, 2025 · Voya 401(k)
+$79
Salesforce plan contribution
May 31, 2025 · Voya 401(k)
+$79
Salesforce plan contribution
Jun 14, 2025 · Voya 401(k)
+$79
Salesforce Payroll
Jun 14, 2025 · Wells Fargo checking account
+$2,583

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Have a contribution increase conversation

“Lena, a small change could be worth real money: raising your 401(k) contribution to 6% would capture your full employer match. Want to walk through it?”

A prompt for a conversation, not financial advice.

Status: Reviewed

View profile

Crypto Activity
Lena Zielinski sold $88.1K of Bitcoin
1d agoNew$88.1K
$88.1K
Retirement Gap
Lena Zielinski is on pace to miss about $2,121 of employer match this year
Jun 6Reviewed$2,121
$2,121
401(k) Rollover
Lena Zielinski's Salesforce 401(k) has had no contributions for 90 days
Apr 10Reviewed$319.3K
$319.3K
Employer Change
Lena Zielinski moved from Salesforce to Microsoft, pay up 14%
Feb 14Reviewed$304.7K
$304.7K

Contributing about 2.1% of pay against a 6% match. On pace for $2,059 this year, $3,867 under what the full match needs.

Have a contribution increase conversation

More for Lena Zielinski

Contributing about 2.1% of pay against a 6% match. On pace for $2,059 this year, $3,867 under what the full match needs.

Have a contribution increase conversation

More for Lena Zielinski