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Compare Betterment at Work and Vestwell 
Featured Products
At a Glance
Market Segments
Small-Business (69.0% of reviews)
Small-Business (50.0% of reviews)
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
$175.00 Per Month
Betterment at Work
Star Rating
(544)4.3 out of 5
Market Segments
Small-Business (69.0% 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 plansVestwell
Star Rating
(2)4.3 out of 5
Market Segments
Small-Business (50.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$175.00 Per Month
Browse all 4 pricing plansPricing
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
Vestwell
Plus
$175.00
Per Month
$175 per month + $8/month per active participant + 0.20% asset-based investment management fee. One-time setup fee (may apply). Our most popular option, available for businesses transferring an existing plan and new plans, with more flexible plan features.
- Plan Availability: First-time plans and plan transfers
- Plan Design: Flexible options and employer contributions, such as discretionary match options
- Onboarding: 1:1 onboarding contact with specialist plan design consultation available
Free Trial
Betterment at Work
No trial information availableVestwell
No trial information availableRatings
Meets Requirements
8.9
511
Not enough data
Ease of Use
8.9
529
Not enough data
Ease of Setup
8.4
478
Not enough data
Ease of Admin
8.7
453
Not enough data
Quality of Support
7.8
489
Not enough data
Has the product been a good partner in doing business?
8.5
449
Not enough data
Product Direction (% positive)
8.4
516
Not enough data
Features by Category
Platform Content
9.0
53
Not enough data
8.7
51
Not enough data
8.9
51
Not enough data
Platform Basics
9.3
54
Not enough data
9.1
51
Not enough data
8.6
52
Not enough data
9.2
51
Not enough data
Platform Additional Functionality
8.6
49
Not enough data
9.4
52
Not enough data
7.8
43
Not enough data
8.9
46
Not enough data
Platform Data
8.8
50
Not enough data
8.9
48
Not enough data
Feature Not Available
Not enough data
8.6
46
Not enough data
Functionality
8.1
51
Not enough data
8.4
51
Not enough data
9.5
50
Not enough data
8.6
52
Not enough data
9.2
50
Not enough data
Feature Not Available
Not enough data
8.4
46
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
476
Not enough data
8.8
476
Not enough data
Dashboard
8.9
466
Not enough data
8.4
462
Not enough data
8.6
458
Not enough data
Compliance
8.8
453
Not enough data
8.7
449
Not enough data
Administration
8.6
459
Not enough data
8.3
458
Not enough data
Generative AI
Feature Not Available
Feature Not Available
Categories
Categories
Shared Categories
Betterment at Work and Vestwell are categorized as 401(k)
Unique Categories
Betterment at Work is categorized as Investment Portfolio Management and Financial Wellness
Vestwell 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.)
Vestwell
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
11.0%
Information Technology and Services
8.8%
Hospital & Health Care
5.2%
Financial Services
5.2%
Construction
5.2%
Other
64.4%
Financial Services
50.0%
Consumer Goods
50.0%
‐
‐
‐
Other
0.0%
Alternatives
Discussions
Betterment at Work has no discussions with answers
Vestwell has no discussions with answers
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