--- title: Betterment at Work Reviews meta\_title: 'Betterment at Work Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 709 reviews by the users' company size, role or industry to find out how Betterment at Work works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 709 scale: '5' date\_modified: '2026-08-11' parent\_category: name: HR url: https://www.g2.com/categories/hr --- ### Betterment at Work Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Betterment at Work, highlighting its intuitive dashboard and smooth implementation. [(251 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1849384&qs=pros-and-cons#reviews) Users value the **quick and responsive customer support** from Betterment at Work, enhancing their overall experience. [(142 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1853506&qs=pros-and-cons#reviews) Users appreciate the **user-friendly design** of Betterment at Work, making navigation and implementation smooth and efficient. [(116 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1850476&qs=pros-and-cons#reviews) Users commend the **easy setup** of Betterment at Work, enjoy a streamlined process with excellent support and guidance. [(110 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1849651&qs=pros-and-cons#reviews) Users highlight the **user-friendly interface** of Betterment at Work, facilitating easy navigation and efficient financial management. [(110 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1848253&qs=pros-and-cons#reviews) Users experience **poor customer support** , facing slow response times and limited assistance for complex issues. [(106 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1850881&qs=pros-and-cons#reviews) Users note a **lack of customization** in reporting and client options, limiting effectiveness for diverse company needs. [(66 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1853206&qs=pros-and-cons#reviews) Users are frustrated by the **limited investment options** , wishing for greater customization and better navigation tools. [(48 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1848858&qs=pros-and-cons#reviews) Users note that the **reporting tools lack customization** , which limits their ability to tailor finance and payroll needs. [(42 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1852987&qs=pros-and-cons#reviews) Users experience **payroll integration issues** , requiring tedious manual entry and corrections despite helpful support. [(38 mentions)](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1853638&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Betterment at Work ##### 1. Ease of Use Users appreciate the **ease of use** of Betterment at Work, highlighting its intuitive dashboard and smooth implementation. [ See 251 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1849384&qs=pros-and-cons#reviews) See Related User Reviews ![Hannalyn Kaye A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hannalyn Kaye A.") HA Hannalyn Kaye A. Mid-Market (51-1000 emp.) 4.5/5 "401k Options Made Easy" What do you like about Betterment at Work? Betterment's website interface is easy to understand and use. Reports are available to download at the user’s convenience. Whenever there are changes, ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Effortless Setup, User-Friendly Experience" What do you like about Betterment at Work? I like the self-management aspect of Betterment at Work. Since we've rolled it out to about 200 employees, we don't really have any issues or follow-u ##### 2. Customer Support Users value the **quick and responsive customer support** from Betterment at Work, enhancing their overall experience. [ See 142 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1853506&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Effortless Setup, User-Friendly Experience" What do you like about Betterment at Work? I like the self-management aspect of Betterment at Work. Since we've rolled it out to about 200 employees, we don't really have any issues or follow-u ![saraansh c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "saraansh c.") SC saraansh c. Small-Business (50 or fewer emp.) 4.0/5 "Great experience with the tool with minimum time spent on payroll tasks relating to 401k" What do you like about Betterment at Work? The online platform is quite intuitive and the support team is responsive whenever we needed any help with the setup. The integration with our payroll ##### 3. User Interface Users appreciate the **user-friendly design** of Betterment at Work, making navigation and implementation smooth and efficient. [ See 116 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1850476&qs=pros-and-cons#reviews) See Related User Reviews ![Hannalyn Kaye A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hannalyn Kaye A.") HA Hannalyn Kaye A. Mid-Market (51-1000 emp.) 4.5/5 "401k Options Made Easy" What do you like about Betterment at Work? Betterment's website interface is easy to understand and use. Reports are available to download at the user’s convenience. Whenever there are changes, ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.5/5 "Effortless Setup, User-Friendly Experience" What do you like about Betterment at Work? I like the self-management aspect of Betterment at Work. Since we've rolled it out to about 200 employees, we don't really have any issues or follow-u ##### 4. Setup Ease Users commend the **easy setup** of Betterment at Work, enjoy a streamlined process with excellent support and guidance. [ See 110 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1849651&qs=pros-and-cons#reviews) See Related User Reviews ![saraansh c.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "saraansh c.") SC saraansh c. Small-Business (50 or fewer emp.) 4.0/5 "Great experience with the tool with minimum time spent on payroll tasks relating to 401k" What do you like about Betterment at Work? The online platform is quite intuitive and the support team is responsive whenever we needed any help with the setup. The integration with our payroll ![Barbara B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Barbara B.") BB Barbara B. Small-Business (50 or fewer emp.) 4.5/5 "Streamlined 401k Management with Stellar Support" What do you like about Betterment at Work? I really like how easy Betterment at Work made it to set up my company's 401k account. It was cost-effective for our company to have the plan, and the ##### 5. Simple Users highlight the **user-friendly interface** of Betterment at Work, facilitating easy navigation and efficient financial management. [ See 110 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1848253&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 2.5/5 "The access to the product has been okay" What do you like about Betterment at Work? I like the fact that I could give an option to my staff. TG Thomas G. Small-Business (50 or fewer emp.) 4.5/5 "It helps our staff stay on track with goals and company HR" What do you like about Betterment at Work? What is of most value to me is the fact that Betterment at Work simplifies and automates retirement management. Connecting it with our payroll and HR ### 5 Cons or Disadvantages of Betterment at Work ##### 1. Poor Customer Support Users experience **poor customer support** , facing slow response times and limited assistance for complex issues. [ See 106 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1850881&qs=pros-and-cons#reviews) See Related User Reviews ![Richard G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Richard G.") RG Richard G. Small-Business (50 or fewer emp.) 4.0/5 "Easy to navigate" What do you dislike about Betterment at Work? Sometimes it takes 24 hours for a response MZ Manuela Z. Small-Business (50 or fewer emp.) 4.5/5 "Smooth management of employees" What do you dislike about Betterment at Work? Certain layout and control features are too rigid, and it made creating our benefits flow slightly more difficult when implementing it. The gaps are e ##### 2. Limited Customization Users note a **lack of customization** in reporting and client options, limiting effectiveness for diverse company needs. [ See 66 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1853206&qs=pros-and-cons#reviews) See Related User Reviews ![Brian E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian E.") BE Brian E. Small-Business (50 or fewer emp.) 4.0/5 "Flexible Employee Options, Easy for employees to use" What do you dislike about Betterment at Work? I don't like that the employees have to sign up themselves and sometimes they get lost when trying to sign up. The initial setup was also a bit hard, FC Flavia C. Small-Business (50 or fewer emp.) 4.0/5 "I’ve noticed that it really helps more employees get involved" What do you dislike about Betterment at Work? Betterment at Work has weaknesses. Although it does a good job in contributions and tracking of goals, it is not very flexible in extracting detailed ##### 3. Limited Investment Options Users are frustrated by the **limited investment options** , wishing for greater customization and better navigation tools. [ See 48 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1848858&qs=pros-and-cons#reviews) See Related User Reviews ![Brian E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian E.") BE Brian E. Small-Business (50 or fewer emp.) 4.0/5 "Flexible Employee Options, Easy for employees to use" What do you dislike about Betterment at Work? I don't like that the employees have to sign up themselves and sometimes they get lost when trying to sign up. The initial setup was also a bit hard, TG Thomas G. Small-Business (50 or fewer emp.) 4.5/5 "It helps our staff stay on track with goals and company HR" What do you dislike about Betterment at Work? What I do not like is that reporting might be more elaborate to give in-depth information about the employee involvement and performance. Payroll and ##### 4. Poor Reporting Users note that the **reporting tools lack customization** , which limits their ability to tailor finance and payroll needs. [ See 42 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1852987&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "I am a Head Bookkeper and Payroll controller" What do you dislike about Betterment at Work? It would be helpful if I could download the reports as Excel files FC Flavia C. Small-Business (50 or fewer emp.) 4.0/5 "I’ve noticed that it really helps more employees get involved" What do you dislike about Betterment at Work? Betterment at Work has weaknesses. Although it does a good job in contributions and tracking of goals, it is not very flexible in extracting detailed ##### 5. Payroll Issues Users experience **payroll integration issues** , requiring tedious manual entry and corrections despite helpful support. [ See 38 mentions ](https://www.g2.com/products/betterment-at-work/reviews?filters%5Bsentiment_snippet%5D=1853638&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Small-Business (50 or fewer emp.) 5.0/5 "Made the switch from another 401(k) provider and am impressed with Betterment." What do you dislike about Betterment at Work? We have had issues with payroll syncing or doubling up, but that has been few and far between. TG Thomas G. Small-Business (50 or fewer emp.) 4.5/5 "It helps our staff stay on track with goals and company HR" What do you dislike about Betterment at Work? What I do not like is that reporting might be more elaborate to give in-depth information about the employee involvement and performance. Payroll and ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting") AM Verified User in Management Consulting Small-Business (50 or fewer emp.) 7/22/2026 "Straightforward, Cost-Effective 401(k) Administration with Betterment" 4.5/5 What do you like best about Betterment at Work? For our small, employee-owned business, Betterment's interface and tools make 401(k) administration very straightforward and cost-effective. We are prompted with clear and simple directions for steps we need to follow for compliance and other milestones. We're a small operation, so we just do manual payroll uploads, which is very simple. We're now on a pooled customer service model, which seems good because at first, we were stuck waiting on support reps who were out on vacation, etc. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? Our biggest challenge was the learning curve when we first set up the system. We started partway through a fiscal year, and it was not made clear to us that company safe harbor contributions had to cover the entire fiscal year, rather than just the period of the year after we opened the plan, so we are doing true-up contributions in year 2. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? We needed a simple, low-cost way to offer good 401(k) options to our team, without a lot of frills or overhead, and Betterment is delivering that. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller WP Weston P. General counsel Legal Services Small-Business (50 or fewer emp.) 7/21/2026 "Cost-Effective 401(k) Solution for Small Businesses" 4.5/5 What do you like best about Betterment at Work? I like that Betterment at Work thrives on a low-cost model with low fee investments and very low, generally fixed, and fair management fees. It allows me to maximize the potential of my investments while leveraging technology for automatic rebalancing of my portfolio target date funds. It's a very powerful tool that's also very reasonable on costs and easy to use. I also appreciate how it integrates seamlessly with QuickBooks, making the payroll process very automated. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? I guess they could make it easier for those who choose to use a third-party administrator, which we do. My wife wants to stick with our accounting firm as the TPA, and it makes it a bit clunky to submit our end-of-year profit-sharing contributions. We have to do that manually, and request forms from Betterment to submit through a secure Dropbox for manual handling. They could make that easier, but we're probably an edge case, and most people probably don't do it the way we do. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? I find Betterment at Work offers a cost-efficient 401(k) plan with an excellent user interface and easy payroll integration. It has low investment fees, automates rebalancing, and simplifies contribution changes, which streamlines our financial management seamlessly. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Roberto V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Roberto V.") RV Roberto V. Mid-Market (51-1000 emp.) 7/21/2026 "Boosts Efficiency with Easy Interface" 5/5 What do you like best about Betterment at Work? I appreciate Betterment at Work for its easy-to-use interface, which makes it quick to learn and helps us find information easily when needed. The reports are particularly beneficial as they allow us to work with the data efficiently. I like that they let us see any detail we need, such as employee and contribution information, and produce a useful CSV file format for managing the data on our side. It speeds up the process and avoids the need for manual work. The automation for contribution bulk deposits from payroll processing completion in ADP Workforce Now is also a key factor. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? When an issue occurs, the guidance in the app lacks details, and the contact information of the reps is not easy to find. The task button in the sidebar redirects the user to a menu of options but does not point to the specific file that needs attention from the list. The reps are focused on investment support, but there is a need for direct support for employers. The initial setup was challenging at first until we received help from the support team. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? Using Betterment at Work as an employer helps me manage employee contributions efficiently by speeding up processes and avoiding manual work. Its easy-to-use interface and detailed reports simplify accessing and managing employee and contribution data, enhancing productivity. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 7/17/2026 "Effortless Retirement Plan Administration with Betterment’s All-in-One Dashboard" 5/5 What do you like best about Betterment at Work? Betterment has made retirement plan administration much more efficient through automated payroll syncing, built-in fiduciary support, and an intuitive all-in-one dashboard. The platform reduces administrative work, simplifies compliance with automated testing and Form 5500 preparation, and helps minimize employer risk. Its reporting tools, and flexible plan design make it easier to manage retirement benefits while allowing HR teams to focus on more strategic priorities. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? One of my biggest frustrations is the limited and unrefreshed employee education and self-service resources. Information on advanced retirement strategies and unsupported plan features is difficult to find, often requiring employees or administrators to contact support only to learn the feature is unavailable. I would also like to see more educational content explaining the value of contributing to a 401(k), even when an employer does not offer a matching contribution, to help employees make more informed retirement decisions. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? Betterment at Work has simplified retirement plan administration by automating payroll integrations, reducing manual processes, and streamlining compliance. Its fiduciary services, automated testing, and centralized dashboard have lowered our administrative burden and reduced the risk associated with plan management. The platform also provides employees with easy access to retirement planning tools and financial guidance, allowing our HR team to spend less time answering routine questions and more time focusing on strategic initiatives. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") AH Verified User in Hospital & Health Care Small-Business (50 or fewer emp.) 7/21/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Efficient and User-Friendly Retirement Planning Tool" 4.5/5 What do you like best about Betterment at Work? I like that Betterment at Work is very automated and simplifies tasks for me. The interface is very simple and easy to use, which I really appreciate. Additionally, the costs are low, making it a cost-effective option for handling our company's retirement planning and investment management. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? One thing that could be improved about Betterment at Work is the live customer service help. I'd like to be able to talk to someone when I have questions about filing reports or when I need to set up or implement a new retirement program. It would be helpful to have someone who can walk me through those processes. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? I use Betterment at Work for retirement planning and investment management. It's automated, easy to use, and has low costs, solving the manual, high-cost issues we had before. However, I wish there was more live customer service support for reporting and program implementation. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") AM Verified User in Marketing and Advertising Mid-Market (51-1000 emp.) 7/16/2026 "Seamless 401(k) Management with Stellar Support" 4.5/5 What do you like best about Betterment at Work? I love that Betterment at Work is easy to use and offers great customer service. I onboarded them specifically because they integrated well with our current tech stack (Rippling, Quickbooks) and gave us seamless monthly reporting. That reporting is very robust, much better than other partners we'd worked with, and makes our monthly financial reports easy to handle. The platform is also extremely user-friendly and provides great options for employee education. The onboarding process was really smooth, really a high-quality offering. We had to migrate our entire employee base over (200+ people) and they did it on an accelerated timeline with no bumps. Additionally, their better fee structure, investment plan options, and reporting are significant improvements from our previous provider. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? Nothing; it's a great product from my perspective and I'm thrilled we onboarded them Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? We were having significant issues with reporting, client success, and issues with filings with previous providers. Betterment has solved each of those issues. The account service is spectacular, and we're getting a better product for even less money . Its a more cost-effective plan, with better options for employee investments, and a more robust software platform with better reporting. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Kristi H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristi H.") KH Kristi H. Staff Accountant Small-Business (50 or fewer emp.) 7/16/2026 "Effortless Payroll Integration, Minor Reporting Hiccups" 4/5 What do you like best about Betterment at Work? I really appreciate how Betterment at Work functions smoothly with Rippling to handle payroll efficiently. Once an employee is set up, it's completely hands-off, which makes this task one thing I don't have to worry about when ensuring payroll runs smoothly and all the information flows correctly. I also like that employees have direct access and control over their own accounts without having to go through me. They can make changes, check their account balances, and work directly with Betterment, which removes the task from my plate. The initial setup was pretty straightforward and easy, which added to the positive experience. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? Admin reporting is a little weird. You will eventually get there, but it isn't my favorite feature to work with. Actually show the reporting option. Having to select 'Run Report' seems backwards and goes against my instinct of where to actually find the options. As I am a Controller, I was asking my CFO for the reports as I didn't think I was given access. My screen always showed 'No reports to show'. She had to tell me how to run them before I realized I even had access to the reporting. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? Betterment at Work integrates with Rippling for smooth payroll processing, making it hands-off once set up. Employees manage their own accounts, reducing my workload and ensuring better control over account activities. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Melanie B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Melanie B.") MB Melanie B. Human Resources Generalist 7/14/2026 "Easy Setup but Needs Better Data Accuracy" 2.5/5 What do you like best about Betterment at Work? I like that Betterment at Work allows employees to view their retirement accounts and get updates easily online, using their website or mobile app. Betterment's 360 integration makes my job as an HR team of one much easier. Additionally, Betterment was very easy to work with during the transition. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? I found that some of the information was inaccurate, and their implementation wasn't complete. The inaccuracies were caused by data they pulled from an unknown source and it caused our compliance testing to fail. After doing an audit of my own, I discovered an employees demographics were loaded, but the remainder of the information was missing, and somehow the data below it shifted up, causing all rows below it to be wrong. It would be beneficial if Betterment at Work proactively checked and audited the information regularly. Specifically, the information transferred through the API should match what's displayed on the employee profiles and reports. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? I use Betterment at Work to manage retirement accounts. Employees can view their retirement easily online or with the app. Betterment's integration makes my HR tasks simpler. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Rachel L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel L.") RL Rachel L. Small-Business (50 or fewer emp.) 7/14/2026 "Affordable 401(k) Solution for Small Businesses" 5/5 What do you like best about Betterment at Work? I appreciate Betterment at Work because it gives me a really easy and low-budget 401(k) offering for my employees, which is very important given my narrow profit margin. It's very easy to administer, and there are a lot of really helpful guides for staying compliant with the necessary requirements as a business owner. I love all of that about it. Another thing I like is that it syncs with our payroll system, Gusto, which makes it convenient. The initial setup was seamless and so easy, helped by the team there. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? I think the only thing that's a bit hard is there's a self-management piece with some of the forms that need to be filed. Generally, I find they're really well explained, but just a little bit of guesswork can make me wonder if everything is done correctly. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? I find Betterment at Work offers an easy and low-budget 401(k) solution that's easy to administer with helpful guides for staying compliant, which I love. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Civil Engineering](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Civil Engineering") AC Verified User in Civil Engineering Small-Business (50 or fewer emp.) 7/14/2026 "Worth the Cost—Betterment at Work Delivers for Small Business Owners" 5/5 What do you like best about Betterment at Work? Betterment at Work is very intuitive and easy to use. As a small business owner I do not have a lot of time but needed to find ways to provide additional benefits to my team to attract and retain talent. The onboarding process was smooth and the Betterment staff were helpful and responsive. While there are fees associated with providing this type of benefit they are well below the services provided. Over the past two years of using the service we have had a few errors internally and Betterment has been extremely helpful in resolving them and have consistently waived any fees for correcting our mistakes. This alone is worth the cost of their service. The interface for my staff is engaging and smooth. As of yet I have not had any complaints from my team about performance or ease of use. Several team members have left and conveyed no issues with integrating their retirement accounts with their next employer. Overall I would highly recommend Betterment at Work for anyone looking to reward their team and help them plan for the future. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? My only complaint is I wish the fee structure and timing was a little clearer and easier to see in one place. I like to plan out my cash flow and costs at the beginning of the year and I found finding the fees and timing not as easy as the rest of the interface. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? Betterment at Work allows my small business to provide big business retirement benefits that allow my to compete for top talent. Review collected by and hosted on G2.com. 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