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Compare Forma and Lively HSA 
At a Glance
Market Segments
Enterprise (75.5% of reviews)
Small-Business (54.0% of reviews)
Entry-Level Pricing
No pricing available
$2.95 1 Employee
Forma
Star Rating
(783)4.8 out of 5
Market Segments
Enterprise (75.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about FormaLively HSA
Star Rating
(119)4.7 out of 5
Market Segments
Small-Business (54.0% of reviews)
Pros & Cons
Entry-Level Pricing
$2.95 1 Employee
Learn more about Lively HSASummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Lively HSA excels in user-friendliness, with many users highlighting its "extremely easy to use and navigate" interface. This simplicity is particularly beneficial for managing employee HSA accounts, making the onboarding process for new employees quick and seamless.
- Users say that Forma stands out for its efficient claims process, with feedback indicating that uploading receipts and requesting reimbursements is straightforward and fast. Reviewers appreciate that they often receive approval responses within a day, which enhances their overall experience.
- According to verified reviews, Lively HSA has received praise for its customer support, with users noting the "fantastic" assistance they received during implementation. This level of support can be crucial for businesses transitioning from other providers.
- Reviewers mention that Forma's setup process is also user-friendly, with many users finding it easy to manage flexible team benefits. The initial setup is described as simple, which can be a significant advantage for companies looking to streamline their benefits management.
- G2 reviewers highlight that while Lively HSA has a strong focus on small businesses, Forma is more tailored towards enterprise-level clients, which may influence the choice depending on the size and needs of the organization.
- Users report that both products have high satisfaction ratings, but Lively HSA's recent positive feedback suggests a strong commitment to continuous improvement, with users feeling that the product has been a good partner in their business operations.
Pricing
Entry-Level Pricing
Forma
No pricing availableLively HSA
Businesses
$2.95
1 Employee
Build a better benefits package — without adding admin hours.
- Comprehensive Dashboard: Our intuitive employer dashboard makes it easy to take care of tasks without losing sight of the big picture. And automated alerts help make sure nothing slips through the cracks.
- Reliable Program Design: Lively’s proprietary technology gives you the option to manage enrollment and contributions via the dashboard, secure files, or third-party integrations. Everything is streamlined and takes only weeks to set up.
- On-Demand Reporting:Get valuable insights about your HSA program with our curated reports. From enrollment status to distribution summary, we surface the data you need to make informed program decisions.
Free Trial
Forma
No trial information availableLively HSA
No trial information availableRatings
Meets Requirements
9.7
647
9.6
106
Ease of Use
9.7
668
9.5
109
Ease of Setup
9.7
145
9.2
75
Ease of Admin
9.7
13
9.4
69
Quality of Support
9.6
544
9.5
99
Has the product been a good partner in doing business?
9.5
13
9.6
71
Product Direction (% positive)
9.4
666
9.2
105
Features by Category
Benefits Administration Platform Features
9.5
167
8.9
47
9.1
144
8.8
47
9.0
137
8.4
43
9.2
146
8.7
45
9.3
141
8.5
46
9.7
184
9.2
48
9.3
132
9.1
45
9.3
144
9.2
46
Benefits Administration Platform Features
9.5
167
8.9
47
9.1
144
8.8
47
9.0
137
8.4
43
9.2
146
8.7
45
9.3
141
8.5
46
9.7
184
9.2
48
9.3
132
9.1
45
9.6
139
9.2
45
9.3
144
9.2
46
9.0
121
8.0
44
9.1
123
7.9
42
9.3
130
8.5
43
Generative AI
Feature Not Available
8.3
43
Feature Not Available
8.2
42
Feature Not Available
8.0
42
Platform
9.0
134
7.9
53
8.8
125
7.8
50
9.0
131
Feature Not Available
9.2
138
8.9
51
9.7
157
9.3
50
9.5
135
9.1
50
9.3
135
8.6
49
9.6
146
9.1
50
Platform Basics
9.2
189
Not enough data
9.1
179
Not enough data
9.6
210
Not enough data
Platform Content
9.2
179
Not enough data
9.6
206
Not enough data
9.2
183
Not enough data
9.4
196
Not enough data
Platform Additional Functionality
9.3
188
Not enough data
9.3
172
Not enough data
9.0
172
Not enough data
Platform Performance
9.3
181
Not enough data
9.2
174
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Analytics - Lifestyle Spending Account (LSA)
8.9
114
Not enough data
8.8
114
Not enough data
Platform - Lifestyle Spending Account (LSA)
9.2
116
Not enough data
9.1
115
Not enough data
8.9
112
Not enough data
9.3
112
Not enough data
Platform - Health Savings Account (HSA)
9.6
18
9.0
50
9.2
18
9.3
49
9.2
18
9.0
51
8.7
18
8.5
49
Data - Health Savings Account (HSA)
9.3
18
8.6
49
9.2
18
8.7
49
Categories
Categories
Shared Categories
Forma and Lively HSA are categorized as Benefits Administration and Health Savings Account (HSA)
Unique Categories
Forma is categorized as Benefits Support and Lifestyle Spending Account (LSA)
Lively HSA has no unique categories
Reviews
Reviewers' Company Size
Forma
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Lively HSA
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
24.8%
Information Technology and Services
21.8%
Semiconductors
4.5%
Automotive
4.5%
Computer & Network Security
4.4%
Other
40.0%
Construction
7.1%
Accounting
7.1%
Manufacturing
6.2%
Marketing and Advertising
6.2%
Information Technology and Services
4.4%
Other
69.0%
Discussions
Forma has no discussions with answers
Lively HSA has no discussions with answers
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