Compare Betterment at Work and Guideline 
Featured Products
At a Glance
Market Segments
Small-Business (69.1% of reviews)
Small-Business (89.7% 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
(544)4.3 out of 5
Market Segments
Small-Business (69.1% 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
(1,149)4.5 out of 5
Market Segments
Small-Business (89.7% 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 experience, highlighting its simple interface and ease of use for both admins and employees. Users appreciate how the platform streamlines retirement plans without unnecessary complexity, making it easy to manage.
- According to verified reviews, Betterment at Work shines in its integration capabilities, particularly with payroll systems. Users mention that once implemented, managing employee retirement contributions became smooth and efficient, which is a significant advantage for HR teams.
- Users say that Guideline offers a more straightforward setup process compared to Betterment at Work. Recent feedback emphasizes that setting up accounts and making changes is easy and pain-free, often requiring little to no customer support.
- Reviewers mention that Betterment at Work provides unique features like the super catch-up automation for employees aged 60 to 63, which is particularly beneficial given the increased contribution limits. This feature sets it apart for companies looking to support older employees in their retirement planning.
- G2 reviewers highlight that Guideline has a higher overall satisfaction score, reflecting its strong performance in areas like quality of support and ease of administration. Users feel well-supported and appreciate the transparent pricing model.
- According to recent user feedback, Betterment at Work's integration of a high-yield savings account directly into the retirement platform has helped employees build emergency funds, showcasing its commitment to holistic financial wellness for staff.
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
510
9.2
990
Ease of Use
8.9
528
9.3
1,014
Ease of Setup
8.4
477
9.2
943
Ease of Admin
8.7
453
9.3
942
Quality of Support
7.8
488
8.7
874
Has the product been a good partner in doing business?
8.5
449
9.1
931
Product Direction (% positive)
8.4
515
8.5
971
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
51
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
49
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
475
8.8
854
8.8
475
9.1
864
Dashboard
8.9
466
9.1
842
8.4
462
8.8
836
8.6
458
9.0
828
Compliance
8.8
453
9.2
794
8.7
449
9.1
804
Administration
8.6
459
9.0
812
8.3
458
8.9
817
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
11.1%
Information Technology and Services
8.8%
Construction
5.3%
Financial Services
5.3%
Hospital & Health Care
5.3%
Other
64.4%
Computer Software
9.9%
Information Technology and Services
6.6%
Accounting
6.3%
Marketing and Advertising
4.9%
Hospital & Health Care
4.3%
Other
68.0%
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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