Beatrice Moreno is on pace to miss about $3,055 of employer match this year

Beatrice Moreno · Mass Affluent · 50-59 · Nashville, TN · Advisor Dana Whitfield

Why it fired

Contributing about 2.8% of pay against a 6% match. On pace for $5,314 this year, $6,109 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)

Amazon plan contribution
May 10, 2025 · Empower 401(k)
+$204
Amazon plan contribution
May 24, 2025 · Empower 401(k)
+$204
Amazon plan contribution
Jun 7, 2025 · Empower 401(k)
+$204
Amazon Payroll
Jun 7, 2025 · Citibank checking account
+$4,979

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

Suggested next step

Have a contribution increase conversation

“Beatrice, 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
Beatrice Moreno bought $69.2K of Solana
1d agoNew$69.2K
$69.2K
Spending Shift
Beatrice Moreno's dining spending is up 105% over the last 3 months
Aug 24Reviewed$6,489
$6,489
Retirement Gap
Beatrice Moreno is on pace to miss about $3,055 of employer match this year
Jun 20Reviewed$3,055
$3,055
Net Worth Spike
Beatrice Moreno's net worth is up 13% in 30 days
Feb 8Sent to CRM$66.4K
$66.4K
Net Worth Drop
Beatrice Moreno's net worth is down 13% in 30 days
Dec 28Reviewed$75.6K
$75.6K

Contributing about 2.8% of pay against a 6% match. On pace for $5,314 this year, $6,109 under what the full match needs.

Have a contribution increase conversation

More for Beatrice Moreno

Contributing about 2.8% of pay against a 6% match. On pace for $5,314 this year, $6,109 under what the full match needs.

Have a contribution increase conversation

More for Beatrice Moreno