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Compare Betterment at Work and Guideline 
Featured Products
At a Glance
Market Segments
Small-Business (68.3% of reviews)
Small-Business (89.8% of reviews)
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
$49.00 49 per month + $6/mo per active participant Per Month
Betterment at Work
Star Rating
(587)4.3 out of 5
Market Segments
Small-Business (68.3% 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 plansGuideline
Star Rating
(1,146)4.5 out of 5
Market Segments
Small-Business (89.8% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00 49 per month + $6/mo per active participant Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Guideline excels in user-friendliness, with many praising its simple interface that makes it easy for both admins and users to navigate. Users appreciate how the platform streamlines retirement plans without unnecessary complexity, making management straightforward.
- Users say that Betterment at Work stands out for its quick implementation, allowing companies to go from a signed contract to a live plan for employees in under thirty days. This rapid setup is a significant improvement over traditional methods, which often took much longer.
- Reviewers mention that Guideline offers a transparent pricing model, which users find refreshing compared to other providers. The platform's straightforward fee structure is highlighted as a major benefit, contributing to its high satisfaction ratings.
- According to verified reviews, Betterment at Work is praised for its ease of distribution and accessibility, particularly when employees leave or need to roll over their funds. Users appreciate the streamlined process that minimizes friction and enhances user experience.
- G2 reviewers highlight that Guideline's support quality is a strong point, with many users noting that they rarely need to reach out for help due to the platform's intuitive design. This ease of use is reflected in their high ratings for setup and administration.
- Users report that while Betterment at Work has a modern and automated feel, some find it less intuitive than Guideline, particularly in terms of user interface. Despite this, the product's ability to integrate external accounts is a feature that many users find valuable.
Pricing
Entry-Level Pricing
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
Guideline
Starter
$49.00
49 per month + $6/mo per active participant Per Month
A simplified 401(k) with limited features and easy administration.
- $6,000 employee contribution limit*****
- No employer contributions
- Exempt from IRS testing
Free Trial
Betterment at Work
No trial information availableGuideline
No trial information availableRatings
Meets Requirements
8.9
518
9.2
987
Ease of Use
8.9
536
9.3
1,011
Ease of Setup
8.4
485
9.2
940
Ease of Admin
8.7
453
9.3
941
Quality of Support
7.8
496
8.7
872
Has the product been a good partner in doing business?
8.5
449
9.1
930
Product Direction (% positive)
8.4
522
8.5
968
Features by Category
Platform Content
9.0
53
Not enough data
8.7
51
Not enough data
8.9
52
Not enough data
Platform Basics
9.3
54
Not enough data
9.1
52
Not enough data
8.6
53
Not enough data
9.2
52
Not enough data
Platform Additional Functionality
8.6
49
Not enough data
9.4
53
Not enough data
7.9
44
Not enough data
8.9
46
Not enough data
Platform Data
8.9
51
Not enough data
8.9
49
Not enough data
Feature Not Available
Not enough data
8.6
46
Not enough data
Functionality
8.1
52
Not enough data
8.4
51
Not enough data
9.5
50
Not enough data
8.6
52
Not enough data
9.2
51
Not enough data
Feature Not Available
Not enough data
8.4
47
Not enough data
Integration
8.9
51
Not enough data
8.7
50
Not enough data
Feature Not Available
Not enough data
Agentic AI - Investment Portfolio Management
8.1
21
Not enough data
9.0
22
Not enough data
8.7
21
Not enough data
8.6
21
Not enough data
Onboarding
8.0
479
8.8
854
8.8
480
9.1
862
Dashboard
8.9
467
9.1
842
8.4
464
8.8
835
8.6
459
9.0
828
Compliance
8.8
455
9.2
794
8.7
450
9.1
804
Administration
8.6
460
9.0
812
8.3
462
8.9
816
Generative AI
Feature Not Available
6.8
366
Categories
Categories
Shared Categories
Betterment at Work and Guideline are categorized as 401(k)
Unique Categories
Betterment at Work is categorized as Investment Portfolio Management and Financial Wellness
Guideline has no unique categories
Reviews
Reviewers' Company Size
Betterment at Work
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Guideline
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
Computer Software
10.9%
Information Technology and Services
9.1%
Financial Services
5.4%
Hospital & Health Care
5.2%
Construction
5.2%
Other
64.3%
Computer Software
9.8%
Information Technology and Services
6.6%
Accounting
6.3%
Marketing and Advertising
4.9%
Hospital & Health Care
4.3%
Other
68.1%
Alternatives
Discussions
Betterment at Work has no discussions with answers
Would you possibly make monthly statements available as a feature?
1 Comment
PK
yesRead more
Can I use this for myself as the owner?
1 Comment
BR
Yes, you can use this as the owner and reap the benefits of whatever company match you decide to offer.Read more
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