--- title: Betterment at Work Reviews meta_title: 'Betterment at Work Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 708 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: 708 scale: '5' date_modified: '2026-08-12' parent_category: name: HR url: https://www.g2.com/categories/hr --- # Betterment at Work Reviews **Vendor:** Betterment **Category:** [401(k) Software](https://www.g2.com/categories/401-k) **Average Rating:** 4.3/5.0 **Total Reviews:** 708 ## About Betterment at Work Your business is built to grow—and so is our 401(k) plan. It's easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $25+ Billion in retirement AUM (as of May 10, 2026), we're a partner your business can rely on. Discover a better way to 401(k) today. Leader on G2 as of 12/12/25 for Sept-Dec '25 for 401(k) category. See more: https://www.betterment.com/award-disclosures On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $50 gift cards). Betterment reimburses G2 for this expense. Receiving an incentive to provide a review may make a customer more likely to portray Betterment favorably. Reviews may not be representative. ## Betterment at Work Pros & Cons **What users like:** - Users appreciate the **ease of use** of Betterment at Work, highlighting its intuitive dashboard and smooth implementation. (251 reviews) - Users value the **quick and responsive customer support** from Betterment at Work, enhancing their overall experience. (142 reviews) - Users appreciate the **user-friendly design** of Betterment at Work, making navigation and implementation smooth and efficient. (116 reviews) - Users commend the **easy setup** of Betterment at Work, enjoy a streamlined process with excellent support and guidance. (110 reviews) - Users highlight the **user-friendly interface** of Betterment at Work, facilitating easy navigation and efficient financial management. (110 reviews) - Payroll Integration (108 reviews) - Employee Satisfaction (102 reviews) - Easy Setup (93 reviews) - Easy Integrations (91 reviews) - Automation (89 reviews) **What users dislike:** - Users experience **poor customer support** , facing slow response times and limited assistance for complex issues. (106 reviews) - Users note a **lack of customization** in reporting and client options, limiting effectiveness for diverse company needs. (66 reviews) - Users are frustrated by the **limited investment options** , wishing for greater customization and better navigation tools. (48 reviews) - Users note that the **reporting tools lack customization** , which limits their ability to tailor finance and payroll needs. (42 reviews) - Users experience **payroll integration issues** , requiring tedious manual entry and corrections despite helpful support. (38 reviews) - Users express frustration over the **lack of phone support** , preferring direct communication for urgent inquiries. (35 reviews) - Limited Options (35 reviews) - Users struggle with **integration issues** as Betterment at Work lacks compatibility with their existing payroll vendors. (32 reviews) - Manual Labor (29 reviews) - Manual Processes (28 reviews) ## Betterment at Work Reviews ### 1. I finally found a great retirement plan with the lowest fees. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** I like that Betterment leverages technology to manage the plan. It integrates easily with our pay program, and the site is simple and easy to use. **What do you dislike about Betterment at Work?** My only complaint would be the way we set up the initial rollout of betterment with our employees. We opted in employees to maximize participation which upset some of the employees. **What problems is Betterment at Work solving and how is that benefiting you?** We finally got almost all the employees saving. Before I took over the company, they did not have a 401K plan. I was told that they tried to do it before and no one participated. We are at 1 year and I couldn't be happier with the participation rate and the employees are happy. ### 2. Betterment 401K provider **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2025 **What do you like best about Betterment at Work?** Betterment at Work provided a seamless and efficient onboarding experience. The process was quick, well-structured, and professionally handled, making it easy to get started. Their platform is intuitive, and their support team is responsive, ensuring a smooth transition. Overall, a great experience so far! **What do you dislike about Betterment at Work?** So far, I haven’t encountered any issues. The onboarding process was smooth, and everything has been working well. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work has provided a much-needed improvement over my previous provider, where I faced issues like errors and poor customer support. With Betterment, the process has been smooth, accurate, and professionally handled. Their efficient onboarding, intuitive platform, and responsive support have made managing my 401(k) effortless and stress-free. ### 3. New(ish) Betterment user **Rating:** 4.0/5.0 stars **Reviewed by:** Jodi A. | Director of Growth and Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2025 **What do you like best about Betterment at Work?** Customer service is fairly effective and helpful, but the turnaround time to get a response could be a bit faster, I believe. I like the ease of use for Betterment for our staff. **What do you dislike about Betterment at Work?** Customer service response time can be a bit long, but they are far more helpful than our previous 401(k) company. **What problems is Betterment at Work solving and how is that benefiting you?** Not sure it is solving anything for us other than a better overall product than our last provider had. ### 4. Great Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Keely D. | HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Betterment at Work?** Betterment links with our HR system, Rippling. It has allowed for super simple onboarding. There is almost no manual work required. **What do you dislike about Betterment at Work?** We haven't had much trouble at all. It's been a great experience. **What problems is Betterment at Work solving and how is that benefiting you?** The ease of use was very important to us when choosing our 401k provider. This was the first 401k provider we've used as a company, and they delivered on the promise of being easy to use. ### 5. Betterment has been easy to onboard and use for employee retirement benefits administration **Rating:** 4.5/5.0 stars **Reviewed by:** Tim S. | Owner, Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Ease of use/access. It's very easy to make changes to goals, plans, contribution amounts, etc. **What do you dislike about Betterment at Work?** I'm having a hard time thinking of anything to complain about. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment is helping me contribute to my employees' retirement savings, which allows me to offer a competitive benefit to my team. It also makes retirement savings and investing for beginners rather simple to take on for our entire team, which was a huge plus. ### 6. Simplified and affordable **Rating:** 4.5/5.0 stars **Reviewed by:** Scott S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** I love the online platform betterment offers to manage my 401k. What is better is they have a great platform for personal investments so I can have everything in one place. Despite a management fee it is less than any group I have used before! **What do you dislike about Betterment at Work?** I haven’t really anything to complain about **What problems is Betterment at Work solving and how is that benefiting you?** It gives the employees easy options as they generally hesitate to invest because of con complexity of investments. ### 7. Easy to set up, effortless to manage **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** I appreciate how easy it was to get all of the information I needed to make a decision on which platform to use. Ultimately this offered flexibility and integrated with our payroll software Gusto, making it a good fit for our small business to be able to offer our team a super valuable benefit. **What do you dislike about Betterment at Work?** there’s nothing that sticks out as a negative about betterment **What problems is Betterment at Work solving and how is that benefiting you?** it is our platform for offering a 401(k) to our team. as the HR admin on our team, but also leading about three or four other teams at the same time, this makes offer in this valuable benefit, pretty effortless on my part. ### 8. Overall great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Betterment at Work?** Implementing Betterment at Work has been seamless. Our employees value the modern, intuitive platform and the financial guidance it offers, and we’ve seen a noticeable increase in engagement with retirement planning. **What do you dislike about Betterment at Work?** One aspect that could be enhanced is providing more personalized onboarding support for employees who are new to investing, ensuring they feel completely at ease from the beginning. Additionally, it would be beneficial to offer more extensive live support options for those employees who prefer individualized guidance. **What problems is Betterment at Work solving and how is that benefiting you?** Integrating Betterment at Work into our benefits package has enhanced our ability to attract and retain top talent, making us more competitive in the job market. The platform’s automated and transparent system not only saves valuable time for our HR team but also guarantees that employees receive consistent, high-quality guidance, all without requiring significant internal resources. ### 9. User Friendly & Integrates With Personal Investments **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny T. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** It’s super easy to use and understand and since I already have investments through Betterment it was a plus to have everything in one place. **What do you dislike about Betterment at Work?** I’m don’t have any negative feedback on the user side. On the administrative side we have faced some hiccups with accurate auditing and had to work with Betterment to straighten some things out which were ultimately resolved. **What problems is Betterment at Work solving and how is that benefiting you?** Streamlining retirement plan investing for our employees. ### 10. We had a lot of hiccups with onboarding but it's been smooth since **Rating:** 2.5/5.0 stars **Reviewed by:** Margaux M. | SVP, People Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Betterment at Work?** It seems to be user friendly and I don't hear complaints from our employees **What do you dislike about Betterment at Work?** Day to day use seems mostly fine. I have struggled to find a setting that auto approves payroll so I have missed that email on occasion and employees had to reach out letting me know 401K contributons did not make there way over. **What problems is Betterment at Work solving and how is that benefiting you?** It is certainly much more approachable than our last pregram (Slavic). ### 11. So much better! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** We were using paychex in the past and just were not getting the customer service we needed, or the updated technology. I love that Betterment links to our payroll provider, and the set up was a breeze. Thank you! **What do you dislike about Betterment at Work?** No complaints. Truly love using it, and the employees are happy too. **What problems is Betterment at Work solving and how is that benefiting you?** No more old school reporting through paychecx, customer service unlike paychex. Also the ease for new employees. ### 12. Keeps our team aligned and focused! **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah S. | Hr Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2025 **What do you like best about Betterment at Work?** I like how it makes saving and planning simple for employees. The platform gives clear visibility of retirement contributions and investment growth which keeps people motivated. The educational resources are also easy to follow and have helped my team understand their options better. **What do you dislike about Betterment at Work?** The customer support replies are not always quick and sometimes I need to wait longer than expected. The reporting dashboard could also be a little more customizable. **What problems is Betterment at Work solving and how is that benefiting you?** It has helped our company offer a strong benefit to employees without adding extra workload to HR. Earlier managing retirement plans was complicated and time consuming but now the setup and contributions are handled smoothly. This makes employees feel more secure about their future and improves retention. ### 13. Ahead of the curve **Rating:** 4.0/5.0 stars **Reviewed by:** Kyle Z. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2025 **What do you like best about Betterment at Work?** Betterment offers an excellent online interface and have really great support transitioning our old plan to Betterment. Onboarding and educating our staff was good too. **What do you dislike about Betterment at Work?** It was a world of difference for us to go from an old school, clunky plan to Betterment **What problems is Betterment at Work solving and how is that benefiting you?** They really helped with the transfer of our old plan to Betterment. It was tricky and the old plan was not very cooperative. ### 14. Flow is much better with Betterment **Rating:** 4.0/5.0 stars **Reviewed by:** Robert R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Now that onboarding is behind us, it seems that things flow much better with betterment from the various people involved (employee, employer, payroll, tpa, etc.) I love the reports that I get showing money going into my 401k. **What do you dislike about Betterment at Work?** Onboarding was more tedious than I would have liked. However, there was support along the way and we felt confidence. **What problems is Betterment at Work solving and how is that benefiting you?** I know how much is coming/going. Administrative workup. ### 15. Ease of use makes all the difference **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa S. | Payroll admin, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** I love that I can have a portion of my employees paychecks go into betterment and I don’t even have to enter it in. Knowing it’s going to send them an email and have them elect deductions and it handles everything is nice. **What do you dislike about Betterment at Work?** No downsides since they make it super user friendly **What problems is Betterment at Work solving and how is that benefiting you?** I feel it’s solving most of the employees worry about retirement and funds ### 16. It provides better visibility into team workload ! **Rating:** 4.5/5.0 stars **Reviewed by:** Adrian B. | HR Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Betterment at Work?** I like how it makes tracking employee progress and engagement a lot easier. The reports are simple and not overloaded with extra data so I can quickly see where attention is needed. It also helps me plan recognition in a way that feels natural instead of forced. **What do you dislike about Betterment at Work?** Sometimes the reminders feel repetitive and I wish the system gave more variety in suggestions. The mobile version also lags a bit compared to the desktop. **What problems is Betterment at Work solving and how is that benefiting you?** It has helped me spot disengagement before it becomes a real problem. Earlier I used to rely only on guesswork but now I have actual data to guide me. This makes my one-on-one talks with team members more meaningful and it improves overall morale. ### 17. Betterment at Work is easy to use and to set up new employees. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Betterment at Work allows our business to easily give our employees the option to start a 401k and for our company to provide a 401k match. When we implemented our 401k it was very easy to onboard and to upload our employees information. The website is very straight forward and well organized. **What do you dislike about Betterment at Work?** One of the downsides to Betterment at Work is that it usually takes a couple days for them to respond to an inquiry. I've never had a same day response to a question. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work solved our business problem of not offering 401k options to our employees. ### 18. Effortless 401k Management, Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Chris V. **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** I find Betterment at Work incredibly helpful for managing our 401(k) and fiduciary duties, making the process smoother and easier for us. The platform's clear website allows me to easily navigate my settings, simulate different scenarios, and efficiently manage finances. I appreciate that we've experienced no issues, with a seamless operation which makes it a service I would willingly repurchase. **What do you dislike about Betterment at Work?** Nothing! **What problems is Betterment at Work solving and how is that benefiting you?** I find Betterment at Work makes managing 401(k) matches smoother and easier, taking care of our fiduciary duties. The platform's clarity also allows me to easily adjust settings and forecast finances, which is great for our nonprofit. ### 19. Betterment - 5 Stars **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea W. | Sales Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Betterment has been excellent to work with. Their team is professional, responsive, and transparent, making retirement planning simple and stress-free. The platform is user-friendly, and I feel confident knowing my 401(k) is in great hands. **What do you dislike about Betterment at Work?** I haven’t encountered anything I dislike about Betterment. **What problems is Betterment at Work solving and how is that benefiting you?** The platform is user-friendly, and our company feels confident knowing our retirement planning is in great hands. ### 20. Extremely easy to use, intuitive **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Betterment at Work?** Betterment at Work's website is extremely intuitive to navigate. All the information you could possibly want, for yourself or your employees, is accessible without having to call customer support. I find it very easy to work with and would recommend it for any business. **What do you dislike about Betterment at Work?** The only thing I would change is the ease of making contributions. I have figured it out on my own, but it would be better to be more intuitive so there is no confusion. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work solves the problem of how to present my employees with competitive, easy to manage 401k benefits. ### 21. Pretty Great **Rating:** 4.5/5.0 stars **Reviewed by:** William "Nick" J. | Owner / Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2025 **What do you like best about Betterment at Work?** Technology forward, ease of use for advisors & clients, advisor & customer support. **What do you dislike about Betterment at Work?** There is room for improvement for the onboarding of 401k plans. **What problems is Betterment at Work solving and how is that benefiting you?** Provides me a all-in-one, turn-key platform to offer 401k plans to my clients. Also, makes it super easy to roll-out 401k participants to an IRA when the participant/employee no longer works participates in the plan. ### 22. Flexibility without the hassle **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Associate Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** Betterment gives employees options with ways to invest to meet their financial objectives. It allowed us to go from a one-size-fits-all approach for our workplace to a platform that gave people choices with their money. Whether it's a 401(k), a Roth IRA, or an education plan, Betterment lets people choose where their money goes. **What do you dislike about Betterment at Work?** Change is hard, and some transitions are difficult. While the onboarding process was pretty smooth, we are still working out some kinks with integration. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work gave us an opportunity to evaluate our benefits package that we offer to employees and offer a plan that they can tailor to their needs. It has helped improve employee satisfaction and has made all of our staff more conscious of their options. Since the switch, more of our staff is opting into their plan, which will help set them up for long-term success and will make them more satisfied in their roles. ### 23. An easy to implement 401k program for small companies **Rating:** 4.5/5.0 stars **Reviewed by:** Evan L. | F, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** The ease of implementation, notifications, compliance and ease of access for employees. Features are great on the business and employee side. App is very easy to use and billing is simple. **What do you dislike about Betterment at Work?** the management fees are higher than I would like our team to be paying, but is pretty affordable for the business. **What problems is Betterment at Work solving and how is that benefiting you?** 401k for our team ### 24. Betterment - Amazing Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Betterment at Work?** As an administrator, I really appreciate how intuitive and user-friendly Betterment’s platform is. The dashboards make it simple to track investments, performance, and activity at a glance. I also value the automation features and clear reporting, which save me time and ensure accuracy. **What do you dislike about Betterment at Work?** One area that could be improved is the speed of certain updates—sometimes transactions or changes take longer than I’d like to reflect in the system. I’d also love to see more customization options for reporting, since as an administrator, having flexible data views would make my job even easier. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work helps simplify retirement plan administration by taking care of the heavy lifting with compliance, recordkeeping, and participant onboarding. It eliminates the manual processes and back-and-forth that used to take up so much of my time. ### 25. Everything's Great, Efficient, and Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel A. **Reviewed Date:** September 18, 2025 **What do you like best about Betterment at Work?** I love how easy Betterment at Work is to use, making complex tasks straightforward whether I'm accessing it through the app or the website. I also appreciate that everything has been great with the service, and I am very happy with its overall simplicity. **What do you dislike about Betterment at Work?** I would prefer an alternative to the lump sum payment at the beginning. Instead, it would be better if the payment could be split into a few different parts. **What problems is Betterment at Work solving and how is that benefiting you?** I find Betterment at Work immensely helpful, simple to use, and easy for modifying tasks via the app or website. ### 26. Great product for employees, Ok experience as a platform **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Employees are happy with the ease of use of the product and the flexibility in selections and organizing contributions. As an employer, it's been a relatively easy platform to manage and to set it and forget it. **What do you dislike about Betterment at Work?** Onboarding from our PEO was particularly tricky and had several issues when we transferred over including double deductions and phantom employees. Customer support was not very responsive and took a lot of back and forth to rectify the issue. **What problems is Betterment at Work solving and how is that benefiting you?** We needed a 401k option for our employees that was nimble and not full of hidden fees. ### 27. Intelletec/Betterment Review **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly S. | Business and People Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Betterment at Work?** The platform is super easy to use and support is always easy to reach out to for quetsions **What do you dislike about Betterment at Work?** there isn't much i dislike about it, it has all the info we need **What problems is Betterment at Work solving and how is that benefiting you?** keeping track of employees 401k contributions, the ease of distributions and having easy access to the platform ### 28. Easy to use, good customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Julie H. | Legal Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Betterment at Work?** Easy to access, view, and make updates to Group and Individual Accounts. Results of investments have been good, and reporting features were helpful and thorough when it came time for account auditing. **What do you dislike about Betterment at Work?** Customer Support has been very good, but some items requested took some time to receive. Individuals have mentioned wanting more flexibility in terms of investment options, but the options given did yield good results. Overall, there are no real complaints. **What problems is Betterment at Work solving and how is that benefiting you?** Providing a good benefit to our employees and taking care of compliance so we don't have to shoulder that responsibility. ### 29. Great Platform & Service **Rating:** 5.0/5.0 stars **Reviewed by:** Robert K. | Snr Director of People Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Betterment is a great platform with a seamless payroll integration. They are always there to help whenever you need any type of assistance, and the platform is extremely easy to use. **What do you dislike about Betterment at Work?** Nothing - they have been great to work with! **What problems is Betterment at Work solving and how is that benefiting you?** Betterment allows our employees to save for their futures while providing financial guidance and assistance. ### 30. Betterment, ease of use, helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Betterment at Work?** Betterment at work is very easy to use, and the support staff is also extremely helpful when we need anything extra. **What do you dislike about Betterment at Work?** I don't have too many dislikes. I wish I could easily see approved withdrawals. I could also just not be looking in the right place, and I haven't reached out to support yet. so it's less on Beterment and more on myself. **What problems is Betterment at Work solving and how is that benefiting you?** Helping us take care of employees more. Tracking larger aspects of things and again, the ease of use on the site itself, or extra support if we need it. ### 31. Great service from Betterment at Work **Rating:** 4.5/5.0 stars **Reviewed by:** Tomer L. | VP of Finance (Acting CFO), Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Betterment at Work?** The ease of use. The comprehensiveness of the software. The value that it gives to my employees. **What do you dislike about Betterment at Work?** Sometimes actions in the software can be tricky and need customer success or support to assist. **What problems is Betterment at Work solving and how is that benefiting you?** Allowing me to give my employees 401K packages that are easy to understand, easy to onboard, and easy to manage. ### 32. Betterment at Work SAVES **Rating:** 4.0/5.0 stars **Reviewed by:** Cindy C. | Director of Accounting and Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Betterment at Work?** The ease that the online application offers in managing my employees and our retirement program. **What do you dislike about Betterment at Work?** Not anything. So far Betterment at Work has been great to deal with! **What problems is Betterment at Work solving and how is that benefiting you?** Providing online access to my employees to better manage their 401K themselves. Also, support provided to me as the administrator to manage our plan. ### 33. Excellent Support and User-Friendly Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Abigail M. **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** I appreciate how easy Betterment at Work is to use. Both our team and the administrators find it user-friendly, which contributes to overall satisfaction. The support feature is outstanding, consistently helping us overcome roadblocks with ease and providing thorough guidance. **What do you dislike about Betterment at Work?** I think one thing I would change is sometimes there's glitches, affecting the overall product and syncing. However, it hasn't been a huge issue. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work provides our employees with a valuable 401k benefit that's easy to use and has excellent support, aiding our team through any issues efficiently. ### 34. After working with large 401k vendors, we were ready for change. Betterment has delivered! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Betterment at Work?** The customer support and employer portal are both top notch. The employee experience exceeds our expectations and we love how seamlessly the system integrates with our payroll provider, Rippling. **What do you dislike about Betterment at Work?** We wish sometimes that the portfolio options were broader, but at the same time, we love how they make it simple for our employees. **What problems is Betterment at Work solving and how is that benefiting you?** Our employee's number one concern with our previous 401(k) provider was that it was difficult to use and the user interface was clunky. We have expanded our participation significantly just by having a platform like Betterment. ### 35. Great company and easy to use website. **Rating:** 4.5/5.0 stars **Reviewed by:** holly h. | Human Resources Generalist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Betterment at Work?** The ease of access to the website is great and it is very easy to navigate. I have never had to contact customer service to help with the website and that's great! **What do you dislike about Betterment at Work?** I wish that if there was no known address for the employee that they would not send out paper statements. It becomes to much paperwork for me to take care of. **What problems is Betterment at Work solving and how is that benefiting you?** They bring together both of our retirement plans and make it very easy to adjust plan amounts as needed. They also send out emails any time an employee changes their contribution amounts on their own, so we never have to guess or run weekly reports to see if anything has changed. ### 36. Easy to use, Reliable and Quality Service **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren C. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Betterment at Work?** Betterment makes 401k contributions easy and affordable. Implementation was very simple and our company has had no complaints. The platform is transparent and easy to use. **What do you dislike about Betterment at Work?** Honestly I have not experienced any downsides to the platform. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at work is helping to make the 401k benefit process easy to use. ### 37. Solid 401k system that is flexible and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Jason V. | CEO & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about Betterment at Work?** It's easy to use, and I barely ever have to touch it. It's linked up with my Gusto, which was really easy to set up at the time. When there is an adjustment or issue as employees leave the company, I get a clear notification. **What do you dislike about Betterment at Work?** Overall, no real downsides. It seems like sometimes payments just stop processing as an employee leaves or new employees come in and I have to approve, and I'm not sure why. But it happens rarely and it's an easy fix so it doesn't really bother me. **What problems is Betterment at Work solving and how is that benefiting you?** It helps me easily and in a cheap way launch a professional and high quality 401(k) offering to my early stage startup. ### 38. Betterment Review **Rating:** 5.0/5.0 stars **Reviewed by:** Eileen M. | Administrative Assitant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** I like how easy it is to use for both the employee and employer. **What do you dislike about Betterment at Work?** We began using Betterment since June of 2024 and I have found nothing that I dislike yet. **What problems is Betterment at Work solving and how is that benefiting you?** I like the integration between our ADP payroll software and Betterment. It takes a few tasks away from me. ### 39. Super easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Marjon A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Betterment at Work?** It's easy to set up and use. I love how it connects to our payroll so it's deducted automatically. **What do you dislike about Betterment at Work?** I would say maybe having it easier to find someone to reach to get a hold of for questions? **What problems is Betterment at Work solving and how is that benefiting you?** It is solving providing our employees with a 401k policy. ### 40. Mediocre service **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** The onboarding staff was helpful and friendly during our initial account setup, and the portal is very easy to use. **What do you dislike about Betterment at Work?** Customer service is lacking. There isn’t a dedicated contact person or direct phone number to call. The staff missed our last scheduled Zoom meeting and never followed up by email. Also, there’s still no easy integration between the portal and QuickBooks, despite being told months ago that the feature would be available soon. **What problems is Betterment at Work solving and how is that benefiting you?** It is helping us streamline our 401k management by providing an easy-to-use platform. ### 41. Easy to upload payroll **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia T. | Customer Service Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2025 **What do you like best about Betterment at Work?** That they provide a payroll template and i can upload it and they do all the work and make sure all is correct. **What do you dislike about Betterment at Work?** That i cannot just pay the already uploaded item if i miss a payment and no customer service. **What problems is Betterment at Work solving and how is that benefiting you?** Payroll and 401k options ### 42. Great for those who aren't experts! **Rating:** 5.0/5.0 stars **Reviewed by:** Katherine S. | Office Manager / Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Betterment at Work?** I handle HR for our company and am not too familiar with 401K platforms. Betterment is very user friendly and their system is very smart. I also appreciate that their customer service is quick to answer and help ( with a real human! ) Our employees have positive things to say as well, it seems to be user friendly both on the employee and the employer side. **What do you dislike about Betterment at Work?** Honestly I haven't had any issues. When I did have questions, I was able to reach someone and get the questions answered. **What problems is Betterment at Work solving and how is that benefiting you?** It allows us to have a more competitive benefit package to offer our employees. This benefits us with retention and recruiting. ### 43. Easy Platform with great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Sydney B. | Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Betterment at Work?** I like how the platform is user friendly and email reminders. **What do you dislike about Betterment at Work?** I would like it to integrate with Quickbooks Online. **What problems is Betterment at Work solving and how is that benefiting you?** It is benefitting our business by providing a 401K benefit for our employees. It is a great resource as well working as an administrator for the company. ### 44. Great platform for streamlining 401k offering **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony A. | Head of HR, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Betterment at Work?** This platform carries all the necessary process of 401k management and makes it virtually seamless for an administrator. We have Betterment integrated with Rippling which works very well. **What do you dislike about Betterment at Work?** I don't have a lot of feedback to be honest. Everything works as intended. **What problems is Betterment at Work solving and how is that benefiting you?** Administering our 401k plan ### 45. Good experience with 401(k) plan from Betterment **Rating:** 5.0/5.0 stars **Reviewed by:** Mark M. | President and Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Betterment at Work?** Betterment offered a quick, almost a turn-key choice of a 401(k) plan for my small business. I've used Betterment 401(k) for three years now, and plan to continue using it going forward. I like seamless integration with Gusto Payroll used by my business. I also like that 401(k) loans are available for my employees. The price of service is reasonable, and annual compliance testing is done reliably and on schedule. **What do you dislike about Betterment at Work?** I would like to offer more investment choices to my employees, Betterment's options seem to be somewhat limited. **What problems is Betterment at Work solving and how is that benefiting you?** Easy retirement plan option for both my small business employees and for me as the owner. ### 46. Love the ease **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Betterment at Work has been a great experience for our team. The platform is easy to use, the implementation process was smooth, and their customer support is responsive and helpful. Overall, it’s been a simple and effective solution for us. I loved how easy it was to integrate with Rippling. **What do you dislike about Betterment at Work?** I have not found anything to dislike as of now **What problems is Betterment at Work solving and how is that benefiting you?** We changed from a different company and what I like is the possibility to diversify investments, to educate employees, to simplify everything ### 47. Pleased with Betterment **Rating:** 4.5/5.0 stars **Reviewed by:** Janelle Z. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Betterment at Work?** The intergration with our payroll system (Rippling) is very seamless. The website and app is easy to use and navigate for both employees and employers. **What do you dislike about Betterment at Work?** Onboarding wasn't very smooth, could be improved with a dedicated onboarding specialist. **What problems is Betterment at Work solving and how is that benefiting you?** 401k managment and integration with payroll systems. ### 48. Best 401(K) Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Betterment has been an absolute breeze to setup and manage. Their client assistance is second to none and I have used alot of other providers in my career. **What do you dislike about Betterment at Work?** If I had to give any negative feedback it would just be that I wish they would expand the abilities within their integrations **What problems is Betterment at Work solving and how is that benefiting you?** Previously we were with a provider who had so many hidden fees and had a platform that was almost impossible for employees to navigate. Betterment solved for that day one ### 49. Betterment for Employees’ Retirement Strategies **Rating:** 4.0/5.0 stars **Reviewed by:** Sanjiv P. | Global HR Business Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Betterment at Work?** Client focused team that helps organizations set investment vehicles for their employees **What do you dislike about Betterment at Work?** For almost two years dealing with them, there is nothing yet to dislike **What problems is Betterment at Work solving and how is that benefiting you?** Direct Payroll deduction capability Direct EFT from Company’s bank to theirs every pay period Availability of reports ### 50. Newer 401k Provider - Online-Friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** The UI is simple, easy to use and we do have an account rep for support; we were provided an employee orientation for our new plan, and we love that there are sustainable investment options available. It has all of the basic features of a 401k and could be a good option for an early stage business. **What do you dislike about Betterment at Work?** There seems to be a bit of turnover on the account rep side (or at least, my experience was) initially - things seemed to have smoothed out a bit with our current rep; it doesn't seem to be as robust as a Fidelity, etc. but works for a simple 401k program. **What problems is Betterment at Work solving and how is that benefiting you?** We need a 401k provider and Betterment does this. - [View Betterment at Work pricing details and edition comparison](https://www.g2.com/products/betterment-at-work/reviews?page=7&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+12%3A44%3A24+-0500&secure%5Bsession_id%5D=4f390b2d-78d6-4f87-aeca-fc2f919120d5&secure%5Btoken%5D=fb26b13d78a56e91fa0785902bdccb70f3ecae99f5683a6d649e7e69ab001d2c&format=llm_user) ## Betterment at Work Integrations - [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews) - [Apex](https://www.g2.com/products/apex-scoring-system-apex/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Bob](https://www.g2.com/products/buildonme-llc-bob/reviews) - [Dayforce Powerpay](https://www.g2.com/products/dayforce-powerpay/reviews) - [Deel Payroll](https://www.g2.com/products/deel-payroll/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gusto](https://www.g2.com/products/gusto/reviews) - [HR Plus](https://www.g2.com/products/trinet-hr-plus/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [isolved](https://www.g2.com/products/isolved/reviews) - [Justworks](https://www.g2.com/products/justworks/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Namely](https://www.g2.com/products/namely/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [OnPay](https://www.g2.com/products/onpay/reviews) - [Orion](https://www.g2.com/products/orion-labs-orion/reviews) - [Paragon](https://www.g2.com/products/paragon-payroll-paragon/reviews) - [Paychex](https://www.g2.com/products/paychex/reviews) - [Paycom](https://www.g2.com/products/paycom/reviews) - [Paycor](https://www.g2.com/products/paycor/reviews) - [Paylocity](https://www.g2.com/products/paylocity/reviews) - [PayPro Global](https://www.g2.com/products/payproglobal/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Rippling](https://www.g2.com/products/rippling/reviews) - [RUN Powered by ADP](https://www.g2.com/products/run-powered-by-adp/reviews) - [Sequoia One](https://www.g2.com/products/sequoia-sequoia-one/reviews) - [Timetrak Time and Attendance](https://www.g2.com/products/timetrak-time-and-attendance/reviews) - [TriNet](https://www.g2.com/products/trinet/reviews) - [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) - [UKG Ready](https://www.g2.com/products/ukg-ready/reviews) - [Vista](https://www.g2.com/products/trimble-vista/reviews) - [Workday](https://www.g2.com/products/workday-workday/reviews) - [Workday Benefits](https://www.g2.com/products/workday-benefits/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Betterment at Work Features **Platform Content** - Education Tools - Mobile Tools - Content Library **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Customizable Reporting - Investor Portal - Historical Reporting - Investor Reporting - Visual Analytics - Tax Compliance - Portfolio Reporting **Onboarding** - Administrators - Employees **Platform Basics** - Program Management - Secure - Interoperability - Performance **Integration** - Data aggregation - Accounting Integration - Portfolio Accounting - Contact Management - Workflow Management - Investor Management - Trade Management - Investment Management - Portfolio Management - Document Management - Compliance Management - Order Management - Fund Management - Tax Management - Cash Management - Client Management - Fee Management - Financial Management - Stock Management **Dashboard** - Balances - Investments - Personal Information **Platform Additional Functionality** - Services - Employee Portal - Gamification - Education **Compliance** - IRS - Tax Benefits **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Forecasting - Third-Party Integrations - Categorization/Grouping - Budgeting/Forecasting **Additional Functionality** - Risk Assessment - Automated Execution - Monitoring - Financial Analysis - Cryptocurrency Tracking - Generative AI - Profit/Loss Statement - Risk Analysis - General Ledger - Customizable Reports - Investor Communication - Performance Analysis - Performance Metrics - AI Copilot - Portfolio Analysis - Activity Tracking - CRM - For Hedge Funds - Audit Trail - Data Import/Export - Collaboration Tools - Mobile Access - Modeling & Simulation - Compliance Tracking - For Investment Advisors - Portfolio Rebalancing - Investment Research - Commodity Futures - API - Activity Dashboard - Benchmarking - Alerts/Notifications - Investments Tracking - Bonds/Stocks - For Investors & Traders - Multi-Currency - Stock Tracking - Watch List - What-if Analysis - Goal Setting/Tracking - Wash Sale Detection - For Traders - Side-by-Side Comparison **Platform Data** - Dashboard & Reporting - Visualization - Alerts and Notifications **Administration** - Monitoring - Reporting ## Top Betterment at Work Alternatives - [Human Interest](https://www.g2.com/products/human-interest/reviews) - 4.3/5.0 (2,420 reviews) - [Gusto 401(k)](https://www.g2.com/products/gusto-401-k/reviews) - 4.5/5.0 (1,155 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)