Best Enterprise Health Savings Account (HSA) Software

How Many Health Savings Account (HSA) Software Products Does G2 Track?

Total Products under this Category: 15

Category Stats (Nov 2026)

  • Average Rating: 3.94/5 (↓0.03 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Lively HSA (+0.4%) - Among all products in this category, Lively HSA recorded the largest rating increase compared to last month

Last updated: November 12, 2026

How Does G2 Rank Health Savings Account (HSA) Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 1,300+ Authentic Reviews
  • 15+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Health Savings Account (HSA) Software

G2 Grid® for Health Savings Account (HSA) Software plotting products by satisfaction and market presence

Highlighted products: WEX Benefits, Forma, and Lively HSA.

Underlying data: [Grid® JSON](https://www.g2.com/categories/health-savings-account-hsa/grids.json?focus%5B%5D=wex-benefits&focus%5B%5D=formabenefits&focus%5B%5D=lively-hsa&segment=enterprise)

WEX Benefits

WEX simplifies benefits with the goal of serving as an extension of your HR team – keeping your benefits manageable and stress-free. Remove confusion and insert transparency around benefits. WEX provides a comprehensive ecosystem of Benefits Administration solutions, ranging from consumer-driven health accounts, including HSAs, FSAs, HRAs, and Commuter benefits, to complex compliance services. Our technology empowers organizations with the flexibility to design highly customized benefit packages tailored to their unique business needs. By unifying Ben Admin, Consumer Spending Accounts, COBRA, and Dependent Eligibility audits into a single platform, WEX simplifies the administrative burden for employers while delivering an intuitive, frictionless experience for participants.

Average Rating: 3.8/5.0

Total Reviews: 112

Who Is the Company Behind WEX Benefits?

  • Seller: WEX
  • Company Website:
  • Year Founded: 1983
  • HQ Location: Portland, Maine
  • LinkedIn® Page: www.linkedin.com
    5,417 employees on LinkedIn®
  • Ownership: NYSE:WEX

Who Uses This Product?

  • Top Industries: Hospital & Health Care, Computer Software
  • Company Size: 66% Medium, 21% Large

What Do G2 Reviewers Say About WEX Benefits?

AI-generated summary from verified user reviews

Pros
  • Users find WEX Benefits to be easy to use, with intuitive features for managing receipts and tracking spending.
  • Users enjoy the convenient reporting system of WEX Benefits, making enrollment updates quick and straightforward.
  • Users value the timely and helpful customer support from WEX Benefits, enhancing their overall experience with the product.
  • Users appreciate the ease of use of WEX Benefits, making managing employee benefits straightforward and efficient.
  • Users appreciate the ease of accessibility of WEX Benefits, finding it widely accepted throughout the United States.
Cons
  • Users report poor customer support, noting slow response times and difficulties in reaching service representatives for help.
  • Users face claim issues with delays and incomplete statuses, compounded by slow customer service responses during peak times.
  • Users find the customer service difficult to reach and understand, which complicates their experience with WEX Benefits.
  • Users find the high costs of late penalties for WEX Benefits overwhelming, urging for a grace period.
  • Users feel a lack of specific information tailored to their company in WEX Benefits product offerings.

What Are Recent G2 Reviews of WEX Benefits?

What Are G2 Users Discussing About WEX Benefits?

Forma

Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches. Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions. Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team. Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members. Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.”

Average Rating: 4.8/5.0

Total Reviews: 872

Who Is the Company Behind Forma?

  • Seller: Forma
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    216 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Senior Software Engineer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 71% Large, 21% Medium

What Do G2 Reviewers Say About Forma?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Forma, enjoying a smooth interface and quick reimbursements on one platform.
  • Users love the intuitive and fast claims process of Forma, making reimbursement requests simple and efficient.
  • Users value the ease of use and responsive support of Forma, enhancing their overall experience significantly.
  • Users appreciate the submission ease of Forma, enjoying quick reimbursements and a straightforward interface.
  • Users value the intuitive design of Forma, making login and claims processes seamless and efficient.
Cons
  • Users find the claim process confusing, particularly regarding cashing out earnings and understanding reimbursements.
  • Users express frustration with the insufficient information on reimbursement claims, leading to confusion and rejected items.
  • Users face reimbursement issues with Forma, experiencing delays and confusion over claims and restrictions on eligible expenses.
  • Users express frustration over the lack of information regarding coverage details and claims, leading to confusion.
  • Users experience poor customer support with Forma, facing inconsistent assistance and unresolved issues regarding claims and payouts.

What Are Recent G2 Reviews of Forma?

Lively HSA

Lively is the benefit solutions provider that finally gets it right. Recent years have seen a dramatic shift in the benefits landscape: Employee needs are evolving, and employers that pay attention will find success in retaining talent while keeping the bottom line in check. But most providers continue to cause headache instead of relief, and that gap only widens over time. We raise the bar for benefit solutions in the industry. Our user experiences are unrivaled, thoughtfully designed to make benefits easy, for both the administrators that manage them and the employees that use them. Combining exceptional 360 customer support, user-friendly technology built for the needs of today, and user education with a proven record of driving adoption—Lively is the benefits provider you’ve been waiting for. Benefits available: -Long-Term Health Savings: Save, spend, and invest with a top-rated HSA. -Lifestyle & Wellness: Support the whole employee with Lifestyle Spending Accounts (in high-demand) and a Medical Travel Account. -Pre-Tax Health Reimbursements: Offset rising costs with Flexible Spending Accounts (FSAs) or Health Reimbursement Arrangements (HRAs). -Continuation of Health Coverage: Keep transitions simple and compliant with COBRA and Direct Bill. To learn more about how our benefit solutions can help you achieve your goals, visit livelyme.com or reach out at sales@livelyme.com.

Average Rating: 4.7/5.0

Total Reviews: 132

Who Is the Company Behind Lively HSA?

  • Seller: Lively
  • Company Website:
  • Year Founded: 2016
  • HQ Location: San Francisco, California, United States
  • LinkedIn® Page: www.linkedin.com
    175 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Construction
  • Company Size: 47% Small, 42% Medium

What Do G2 Reviewers Say About Lively HSA?

AI-generated summary from verified user reviews

Pros
  • Users laud the ease of use of Lively HSA, highlighting its intuitive design and seamless registration process.
  • Users praise Lively HSA's fantastic customer support, noting responsiveness and helpfulness enhance their overall experience.
  • Users highlight the implementation ease of Lively HSA, appreciating the quick setup and seamless registration process.
  • Users appreciate the intuitive platform of Lively HSA, enabling seamless management of employee HSA accounts with minimal training required.
  • Users highlight the seamless setup of Lively HSA, making employee registration and integration effortless and efficient.
Cons
  • Users experience insufficient information with Lively HSA due to vague reporting and confusing admin communications.
  • Users report communication issues in the Lively HSA app, struggling with email tracking and integration challenges.
  • Users report no major issues with HSA, but mention claim issues can cause frustration with the process.
  • Users find the difficult reporting features in Lively HSA lacking in detail, impacting their overall experience.
  • Users find the login process tedious due to the required code sent to personal phones for security.

What Are Recent G2 Reviews of Lively HSA?

What Are G2 Users Discussing About Lively HSA?

Inia Debnath
ID
Researched and written by Inia Debnath
Updated