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Compare Altruist and Betterment at Work 
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At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (68.7% of reviews)
Entry-Level Pricing
No pricing available
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Altruist
Star Rating
(16)5.0 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about AltruistBetterment at Work
Star Rating
(538)4.3 out of 5
Market Segments
Small-Business (68.7% of reviews)
Pros & Cons
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Betterment at Work excels in its Client Portal functionality, scoring 9.3, which allows for seamless communication and management of client accounts, while Altruist also offers a strong portal but with a slightly lower score.
- Reviewers mention that Altruist shines in Quality of Support, achieving a perfect score of 10.0, indicating that users find their customer service responsive and helpful, whereas Betterment at Work's support quality is rated at 7.2, suggesting room for improvement.
- G2 users highlight Betterment at Work's robust Education Tools with a score of 9.4, which provide valuable resources for users to enhance their financial knowledge, while Altruist also offers educational content but does not match the same level of user satisfaction.
- Users on G2 report that Betterment at Work's Ease of Use is rated at 8.6, making it user-friendly for small businesses, whereas Altruist stands out with a perfect score of 10.0, indicating a more intuitive interface that users find easier to navigate.
- Reviewers mention that Betterment at Work's Investment Accounting features score 8.3, providing solid functionality, but Altruist's offerings in this area are perceived as more comprehensive, contributing to its higher overall ratings.
- Users say that Betterment at Work's Automation features are effective, but Altruist's capabilities in this area are rated higher, suggesting that users find Altruist's automation tools more beneficial for streamlining their operations.
Pricing
Entry-Level Pricing
Altruist
No pricing availableBetterment at Work
Essential
$100.00
100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
- Dedicated Onboarding specialist
- Simple payroll integrations with Gusto, Trinet, and other providers
- 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
Free Trial
Altruist
No trial information availableBetterment at Work
No trial information availableRatings
Meets Requirements
9.2
10
8.9
503
Ease of Use
9.8
10
8.9
521
Ease of Setup
Not enough data
8.4
470
Ease of Admin
Not enough data
8.7
452
Quality of Support
10.0
10
7.8
482
Has the product been a good partner in doing business?
Not enough data
8.5
448
Product Direction (% positive)
10.0
8
8.3
508
Features by Category
Platform Content
Not enough data
9.0
51
Not enough data
8.8
49
Not enough data
8.9
50
Platform Basics
Not enough data
9.3
52
Not enough data
9.1
49
Not enough data
8.7
49
Not enough data
9.2
49
Platform Additional Functionality
Not enough data
8.6
48
Not enough data
9.3
50
Not enough data
7.8
43
Not enough data
8.9
46
Platform Data
Not enough data
8.9
49
Not enough data
8.9
47
Not enough data
Feature Not Available
Not enough data
8.6
45
Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Trading Operations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Brokerage Trading Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.7
5
8.1
51
5.0
5
8.4
51
9.3
5
9.5
49
9.4
6
8.6
51
8.9
6
9.2
50
Feature Not Available
Feature Not Available
Not enough data
8.4
44
Integration
8.1
6
8.8
49
Feature Not Available
8.7
48
6.1
6
Feature Not Available
Agentic AI - Investment Portfolio Management
Not enough data
8.1
21
Not enough data
9.1
21
Not enough data
8.7
21
Not enough data
8.6
21
Platform Additional Functionality
10.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Platform Data
9.7
5
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
10.0
5
Not enough data
Onboarding
Not enough data
8.0
474
Not enough data
8.8
471
Dashboard
Not enough data
8.9
464
Not enough data
8.4
461
Not enough data
8.6
458
Compliance
Not enough data
8.8
452
Not enough data
8.7
449
Administration
Not enough data
8.6
457
Not enough data
8.3
456
Generative AI
Not enough data
Feature Not Available
Categories
Categories
Shared Categories
Altruist and Betterment at Work are categorized as Investment Portfolio Management
Unique Categories
Altruist is categorized as Brokerage Trading Platforms and Investment Accounting
Betterment at Work is categorized as 401(k) and Financial Wellness
Reviews
Reviewers' Company Size
Altruist
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Betterment at Work
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
81.3%
Investment Management
18.8%
‐
‐
‐
Other
0.0%
Computer Software
11.0%
Information Technology and Services
8.6%
Financial Services
5.5%
Hospital & Health Care
5.3%
Construction
5.3%
Other
64.3%
Alternatives
Discussions
Altruist has no discussions with answers
Betterment at Work has no discussions with answers
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