Compare Betterment at Work and Guideline 
Betterment at Work vs Guideline
- Reviewers mention that Guideline excels in its Education Tools with a score of 9.4, providing comprehensive resources that help users understand their options better, while Betterment at Work, although functional, does not offer the same depth in educational content.
- Users report that Guideline's Client Portal is highly rated at 9.3, allowing for seamless communication and access to information, whereas Betterment at Work's portal, rated at 8.1, lacks some of the intuitive features that users find beneficial in Guideline.
- G2 users highlight that Guideline's Quality of Support is rated at 8.5, with many reviewers praising the responsiveness and helpfulness of the support team, in contrast to Betterment at Work's lower score of 7.2, where users have reported slower response times.
- Users on G2 mention that Guideline's Ease of Setup is rated at 9.1, making it a straightforward choice for small businesses, while Betterment at Work's setup process, rated at 8.0, is perceived as more complex and time-consuming.
- Reviewers say that Guideline's Secure rating of 9.8 instills confidence in users regarding data protection, whereas Betterment at Work, with a score of 8.6, has received some feedback about needing improvements in security measures.
- Users report that Guideline's Onboarding for Administrators is rated at 8.9, with many finding the process smooth and efficient, while Betterment at Work's score of 7.4 indicates that users have faced challenges during onboarding, leading to a less favorable experience.
- Streamlined plan design with auto-enrollment & auto-escalation
- Simple payroll integration with Gusto, TriNet, and other providers
- 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
- $6,000 employee contribution limit*****
- No employer contributions
- Exempt from IRS testing
The self-service portal makes plan management easy. It's convenient, low-cost, and hands-off after implementation. The portal provides automatic notices when reports are due and guides you through everything. The investments do well and they offer a...
The integration process with Justworks was not as seamless as promised. After onboarding, I discovered that manual synchronization was required between the two platforms. Additionally, Betterment's support options were limited to email, as screen-sharing...
I really like the breakdown for each pay period stating which money came from my paycheck and which money came from the employer. Also, the statements tab is very useful. I imagine having Guideline will make it very easy come tax time in 2020 -- very glad...
The new fee structure includes adding a percentage fee to the assets of our employees for the first time. The fact that they did not charge this fee to employees but instead only charged the employer simple fees was one of the reasons we initially chose...
The self-service portal makes plan management easy. It's convenient, low-cost, and hands-off after implementation. The portal provides automatic notices when reports are due and guides you through everything. The investments do well and they offer a...
I really like the breakdown for each pay period stating which money came from my paycheck and which money came from the employer. Also, the statements tab is very useful. I imagine having Guideline will make it very easy come tax time in 2020 -- very glad...
The integration process with Justworks was not as seamless as promised. After onboarding, I discovered that manual synchronization was required between the two platforms. Additionally, Betterment's support options were limited to email, as screen-sharing...
The new fee structure includes adding a percentage fee to the assets of our employees for the first time. The fact that they did not charge this fee to employees but instead only charged the employer simple fees was one of the reasons we initially chose...
