# Best Health Savings Account (HSA) Software for Medium-Sized Businesses ## How Many Health Savings Account (HSA) Software Products Does G2 Track? **Total Products under this Category:** 14 ### Category Stats (Aug 2026) - **Average Rating:** 3.91/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** WEX Benefits (+3.98%) - Among all products in this category, WEX Benefits recorded the largest rating increase compared to last month _Last updated: August 11, 2026_ ## How Does G2 Rank Health Savings Account (HSA) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,200+ Authentic Reviews - 14+ 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](https://www.g2.com/categories/health-savings-account-hsa/grids.png?focus%5B%5D=37452&focus%5B%5D=74956&focus%5B%5D=131145) Highlighted products: WEX Benefits, Lively HSA, and Forma. Underlying data: [Grid® JSON](https://www.g2.com/categories/health-savings-account-hsa/grids.json?focus%5B%5D=wex-benefits&focus%5B%5D=lively-hsa&focus%5B%5D=formabenefits&segment=mid-market) ### [WEX Benefits](https://www.g2.com/products/wex-benefits/reviews) 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:** 108 #### Who Is the Company Behind WEX Benefits? - **Seller:** [WEX](https://www.g2.com/sellers/wex) - **Company Website:** www.WEXInc.com - **Year Founded:** 1983 - **HQ Location:** Portland, Maine - **Twitter:** @WEXIncNews 1,889 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e886259ff0287f48a13d6de5f96c13875beed01a331720982229d2c8fd6d6b14&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwexinc&secure%5Burl_type%5D=linkedin_company_website) 5,315 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Hospital & Health Care, Computer Software - **Company Size:** 66% Medium, 22% Large #### What Do G2 Reviewers Say About WEX Benefits? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of WEX Benefits, highlighting its intuitive interface and efficient management capabilities. - Users value the **ease of use and convenience** of WEX Benefits for managing enrollment and tracking expenses. - Users appreciate the **easy and universal accessibility** of WEX Benefits across the United States. - Users find the **convenience** of WEX Benefits' reporting system makes managing enrollment details simple and efficient. - Users value the **timely and helpful customer support** from WEX Benefits, ensuring smooth resolution of any issues. ##### Cons - Users face **claim issues** due to incomplete markings and slow customer service response times, delaying reimbursements. - Users find the **customer service difficult to reach and understand** , complicating their overall experience with WEX Benefits. - Users face **high costs due to steep penalties** for late payments, with no solutions or grace periods offered. - Users desire more **specific information** , such as tailored notices, to enhance their experience with WEX Benefits. - Users frequently face **interface issues** due to needing to open new pages for COBRA tasks, complicating navigation. #### What Are Recent G2 Reviews of WEX Benefits? **["Easy Benefits Administration with a Knowledgeable, Responsive Account Representative"](https://www.g2.com/survey_responses/wex-benefits-review-13178529)** **Rating:** 4.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/wex-benefits-review-13178529) **["Per-Insured Pricing That Fits Our Changing Needs"](https://www.g2.com/survey_responses/wex-benefits-review-13176950)** **Rating:** 4.0/5.0 stars _— Kayla F._ [Read full review](https://www.g2.com/survey_responses/wex-benefits-review-13176950) #### What Are G2 Users Discussing About WEX Benefits? - [What is WEX Cobra?](https://www.g2.com/discussions/what-is-wex-cobra) - [What does WEX cover?](https://www.g2.com/discussions/what-does-wex-cover) - 1 comment - [What is WEX software?](https://www.g2.com/discussions/what-is-wex-software) - 1 comment - [What are WEX benefits?](https://www.g2.com/discussions/what-are-wex-benefits) - 1 comment ### [Lively HSA](https://www.g2.com/products/lively-hsa/reviews) 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:** 130 #### Who Is the Company Behind Lively HSA? - **Seller:** [Lively](https://www.g2.com/sellers/lively) - **Company Website:** livelyme.com - **Year Founded:** 2016 - **HQ Location:** San Francisco, California, United States - **Twitter:** @Livelyhsa 654 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=613a60bdb875902f758720aad827975481255b0c620ad64910e8893b9b619387&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flivelyhsa%2F&secure%5Burl_type%5D=linkedin_company_website) 172 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Accounting - **Company Size:** 47% Small, 39% Medium #### What Do G2 Reviewers Say About Lively HSA? _AI-generated summary from verified user reviews_ ##### Pros - Users find Lively HSA to be **extremely easy to use** , enjoying seamless navigation and fund management anytime, anywhere. - Users appreciate the **timely and supportive customer assistance** of Lively HSA, enhancing their overall experience. - Users find **implementation easy** , with responsive support and a user-friendly system enhancing the overall experience with Lively HSA. - Users find Lively HSA to be **very intuitive** , facilitating a seamless experience for managing health expenses efficiently. - Users value the **seamless setup process** of Lively HSA, facilitating efficient management of employee accounts with ease. ##### Cons - Users experience **insufficient information** regarding reporting features and admin communication, complicating their overall usage of Lively HSA. - Users face **communication and integration challenges** with Lively HSA, complicating tracking and setup for staff. - Users face **claim issues** with Lively HSA, making the experience less straightforward than expected. - Users find the **difficult reporting** features in Lively HSA lack necessary detail and clarity for effective use. - Users find the **login process tedious** due to the required code sent to personal phones, despite understanding its necessity. #### What Are Recent G2 Reviews of Lively HSA? **["great HSA for financial independence minded individuals interested in investing the funds"](https://www.g2.com/survey_responses/lively-hsa-review-9326679)** **Rating:** 5.0/5.0 stars _— Bryan S._ [Read full review](https://www.g2.com/survey_responses/lively-hsa-review-9326679) **["Effortless HSA Management with Lively"](https://www.g2.com/survey_responses/lively-hsa-review-12757106)** **Rating:** 5.0/5.0 stars _— Stephani H._ [Read full review](https://www.g2.com/survey_responses/lively-hsa-review-12757106) #### What Are G2 Users Discussing About Lively HSA? - [What is Lively HSA used for?](https://www.g2.com/discussions/what-is-lively-hsa-used-for) ### [Forma](https://www.g2.com/products/formabenefits/reviews) 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:** 818 #### Who Is the Company Behind Forma? - **Seller:** [Forma](https://www.g2.com/sellers/forma-bfd1d8b9-e08e-48df-ac9a-cdac541be19a) - **Company Website:** joinforma.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e4f3a80b26d2b0aa06798c7d3e83201bdc619125b7a74630a58d706a49558f5d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjoinforma%2F&secure%5Burl_type%5D=linkedin_company_website) 218 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:** 70% Large, 21% Medium #### What Do G2 Reviewers Say About Forma? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Forma, finding claims submission and tracking very straightforward and convenient. - Users find the **simple interface** of Forma easy to navigate and conducive to a smooth experience. - Users appreciate the **helpful customer support** of Forma, making the use of company perks enjoyable and efficient. - Users love the **submission ease** of Forma, finding it simple to claim expenses and track reimbursements effortlessly. - Users appreciate the **intuitive design** of Forma, highlighting its ease of setup and user-friendly experience. ##### Cons - Users express frustration over **claim issues** in Forma, highlighting rejected claims and a lack of automation support. - Users express a need for **insufficient information** regarding purchase approvals and vendor availability with Forma. - Users experience **reimbursement issues** with Forma, often facing unclear guidelines and declined purchases despite eligibility. - Users express frustration with the **lack of information** , particularly regarding coverage details and approved vendor locations. - Users express frustration with **poor customer support** , citing slow response times and lack of real-time assistance. #### What Are Recent G2 Reviews of Forma? **["Fast Claim Approvals and a Simple, Comprehensive Submission Process"](https://www.g2.com/survey_responses/forma-review-12655465)** **Rating:** 5.0/5.0 stars _— Andrew T._ [Read full review](https://www.g2.com/survey_responses/forma-review-12655465) **["Convenient"](https://www.g2.com/survey_responses/forma-review-11461685)** **Rating:** 4.0/5.0 stars _— Zyon P._ [Read full review](https://www.g2.com/survey_responses/forma-review-11461685) Spotlight Categories [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) [Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm) [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration) [ERP Systems](https://www.g2.com/categories/erp-systems) [Social Media Listening Tools](https://www.g2.com/categories/social-media-listening-tools) Similar Categories - [HCM Software](/categories/hcm-software) - [Recruiting](/categories/recruiting) - [Talent Management](/categories/talent-management) - [Core HR](/categories/core-hr) - [Benefits Administration](/categories/benefits-administration) - [Workforce Management](/categories/workforce-management) - [Time Tracking](/categories/time-tracking-software) - [Freelance Platforms](/categories/freelance-platforms) - [Staffing](/categories/staffing) - [Other HR](/categories/other-hr) - [401(k)](/categories/401-k) - [Absence Management](/categories/absence-management-software) - [ACA Compliance](/categories/aca-compliance) - [Benefits Support](/categories/benefits-support) - [Compensation Planning](/categories/compensation-planning) [Browse Health Savings Account (HSA) Themes](/categories/health-savings-account-hsa/themes)