Retirement Contribution Planner form template
Employees enter salary, contribution rate and age; a live formula computes their annual contribution and how much employer match they're leaving on the table. Catch-up questions appear for those 50+, and each person is routed to on-track, room-to-optimize, or urgent-catch-up guidance.
What’s in the box
Live match math
A formula shows exactly how much free match you're capturing.
Age-aware prompts
Catch-up contribution questions appear at 50+.
Three plans
On-track, optimize, or catch-up — with a concrete next step.
Perfect for
- Benefits teams
- Financial wellness
- 401(k) enrollment
- Advisors
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