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Compare Backstop Solutions Suite and Betterment at Work 
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At a Glance
Market Segments
Small-Business (76.1% of reviews)
Small-Business (68.7% of reviews)
Entry-Level Pricing
Contact Us
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Backstop Solutions Suite
Star Rating
(46)4.7 out of 5
Market Segments
Small-Business (76.1% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Contact Us
Browse all 5 pricing plansBetterment 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 Backstop Solutions Suite excels in overall star ratings with a score of 4.7, while Betterment at Work trails behind at 4.1, indicating a stronger overall user satisfaction with Backstop.
- Reviewers mention that Backstop Solutions Suite has a slightly larger market segment focus on small businesses (76.1% of reviews) compared to Betterment at Work (74.5%), suggesting that Backstop may be more tailored to the needs of smaller organizations.
- Users on G2 highlight that Backstop Solutions Suite offers superior ease of use and setup, scoring 9.1 and 8.5 respectively, while Betterment at Work scores 8.7 and 8.2, indicating that users find Backstop more intuitive and easier to implement.
- Reviewers say that the quality of support for Backstop Solutions Suite is notably higher, with a score of 9.1 compared to Betterment at Work's 7.4, suggesting that users feel more supported when using Backstop.
- Users report that while Betterment at Work shines in investment accounting with a score of 8.6, Backstop Solutions Suite falls short at 6.9, indicating that Betterment may be a better choice for those specifically focused on investment management features.
- G2 users mention that Backstop Solutions Suite offers customizable reporting features with a score of 9.0, which is significantly higher than Betterment at Work's 7.9, suggesting that users appreciate the flexibility and depth of reporting options available in Backstop.
Pricing
Entry-Level Pricing
Backstop Solutions Suite
Portfolio Management
Contact Us
Backstop’s Portfolio Management
platform provides the ability to manage
multi-asset class investments, communications
and portfolio performance, and
conduct due diligence on existing and
potential managers.
- Access your data instantly, from anywhere, any time through a secure, reliable cloud-based platform.
- Increase your operational efficiencies through a centralized, comprehensive portfolio management system.
- Manage, view, and analyze the entire investment cycle, all in one place.
Betterment 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
Backstop Solutions Suite
No trial information availableBetterment at Work
No trial information availableRatings
Meets Requirements
9.1
32
8.9
503
Ease of Use
9.1
32
8.9
521
Ease of Setup
8.5
14
8.4
470
Ease of Admin
9.2
16
8.7
452
Quality of Support
9.1
32
7.8
482
Has the product been a good partner in doing business?
9.5
16
8.5
448
Product Direction (% positive)
9.2
29
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
Financial Information
Not enough data
Not enough data
Not enough data
Not enough data
Analysis
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
9.7
5
Not enough data
Market News
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Research
Not enough data
Not enough data
Functionality
9.0
12
8.1
51
Feature Not Available
8.4
51
9.0
7
9.5
49
6.9
6
8.6
51
Not enough data
9.2
50
Not enough data
Feature Not Available
Not enough data
8.4
44
Integration
7.9
7
8.8
49
Not enough data
8.7
48
Not enough data
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
9.3
5
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Platform Content
Feature Not Available
Not enough data
Platform Data
8.8
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
Not enough data
Not enough data
Platform Basics
Feature Not Available
Not enough data
Not enough data
Not enough data
Portfolio Monitoring
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Platform Content
Feature Not Available
Not enough data
Investment Operations Management
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
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 Additional Functionality
8.8
8
Not enough data
Feature Not Available
Not enough data
9.7
6
Not enough data
Platform Data
Not enough data
Not enough data
9.8
8
Not enough data
9.7
5
Not enough data
Platform Content
9.4
8
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.0
7
Not enough data
Sales Force Automation
9.7
6
Not enough data
Not enough data
Not enough data
8.5
8
Not enough data
Not enough data
Not enough data
Platform Analytics
Feature Not Available
Not enough data
8.9
11
Not enough data
8.7
10
Not enough data
Marketing Automation
9.1
9
Not enough data
Not enough data
Not enough data
8.3
7
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
Content
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
8.1
9
Not enough data
9.3
9
Not enough data
7.9
8
Not enough data
Feature Not Available
Not enough data
Platform Reporting and Analytics
9.0
10
Not enough data
Feature Not Available
Not enough data
Customer Support
8.1
9
Not enough data
8.5
11
Not enough data
8.5
11
Not enough data
Feature Not Available
Not enough data
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Sales Force Automation
7.7
5
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Backstop Solutions Suite and Betterment at Work are categorized as Investment Portfolio Management
Unique Categories
Backstop Solutions Suite is categorized as Financial Services CRM, Investment Accounting, Financial Research, Investor Reporting, Investor Relationship Management, and Real Estate Investment Management
Betterment at Work is categorized as 401(k) and Financial Wellness
Reviews
Reviewers' Company Size
Backstop Solutions Suite
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
41.3%
Investment Management
34.8%
Venture Capital & Private Equity
8.7%
Capital Markets
4.3%
Printing
2.2%
Other
8.7%
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
The relationship options should be streamlined; is that possible? It seems repetitive.
1 Comment
Official Response from Backstop Solutions Suite
That's an interesting idea, Tia! We're working with other clients on this very topic and will have your relationship manager, Hugh, reach out to you directly...Read more
Backstop Solutions Suite has no more discussions with answers
Betterment at Work has no discussions with answers
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