Portfolio demo. All data is synthetic and for illustration only.
Detected · Aug 16, 2025
Luca Mensah · Mass Affluent · 50-59 · Nashville, TN · Advisor Dana Whitfield
Why it fired
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)
Kaiser Permanente plan contribution
Jul 19, 2025 · John Hancock 401(k)
Kaiser Permanente plan contribution
Aug 2, 2025 · John Hancock 401(k)
Kaiser Permanente plan contribution
Aug 16, 2025 · John Hancock 401(k)
Kaiser Permanente Payroll
Aug 16, 2025 · Citibank checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Luca, 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: Sent to CRM · Payload delivered to the demo CRM preview.