--- 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: '2026-08-09' 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 ![Erin F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erin F.") EF Erin F. owner Small-Business (50 or fewer emp.) 7/23/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Disappointing Plan Administration: No QuickBooks Payroll Integration and Poor Follow-Through" 0.5/5 What do you like best about Betterment at Work? At this point, I honestly haven't found many aspects of the platform that stand out positively. I had high expectations when we signed up, but ongoing issues with payroll integration, customer support, and plan administration have overshadowed any positives. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? As a plan administrator, my experience with Betterment for Business has been very disappointing. Our biggest frustration has been the lack of integration with QuickBooks Payroll. Before signing up, we specifically asked about this because QuickBooks is one of the largest payroll providers used by small businesses. We were told an integration was coming and would be rolled out in 2026. Nearly two years later, we are still manually uploading payroll files. I have followed up at least five separate times and have repeatedly been told someone would reach out to me, but no one ever has. The manual payroll upload process is also cumbersome and confusing. The templates are difficult to work with, and information does not always transfer correctly, making payroll administration far more time-consuming than it should be. My greatest concern, however, is how Betterment handled a terminated employee. We notified Betterment immediately when the employee left the company and stopped payroll uploads. Despite this, the employee was somehow able to receive or withdraw employer contributions that should not have been available. We were never notified that this occurred and only discovered it months later during our annual audit. Rather than taking ownership or helping resolve what appears to be an administrative failure, Betterment placed the responsibility on us to recover the funds from the former employee. Overall, the repeated lack of follow-through, poor communication, absence of promised integrations, and handling of significant plan administration issues have made Betterment far more difficult to work with than we expected. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? At this point, I do not feel Betterment at Work has solved the problems we hired it to solve. As a small business, we were looking for a modern 401(k) platform that would simplify retirement plan administration, integrate seamlessly with our payroll system, and reduce administrative work. Instead, we continue to spend time manually uploading payroll files, following up on promised integrations that have yet to materialize, and resolving administrative issues that we believe should have been prevented by the platform. Rather than creating efficiencies, our experience has resulted in additional administrative burden, repeated follow-up with customer support, and concerns about the platform's internal controls. We had hoped Betterment would streamline our retirement plan management, but unfortunately that has not been our experience. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller GH George H. MANAGER Small-Business (50 or fewer emp.) 7/21/2026 "Easy-to-Use Interface and Handy Mobile App" 4.5/5 What do you like best about Betterment at Work? What I like best about Betterment at Work is how simple and automated it makes retirement investing. The platform is easy to use, provides clear insights into my progress, and helps me stay on track toward my long-term financial goals without requiring constant management. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? I wish Betterment at Work offered more personalized financial recommendations and greater flexibility in investment options. While the platform is easy to use, some guidance feels too general for my individual financial situation. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? Betterment at Work is solving several common financial challenges that employees face, especially when it comes to saving for retirement and managing long-term financial goals. Before participating in a workplace retirement plan, many employees struggle with deciding how much to contribute, choosing investments, understanding market risk, and staying disciplined during periods of market volatility. Betterment at Work simplifies these decisions by providing automated investing, professionally managed portfolios, and personalized guidance that helps employees make informed financial choices without requiring extensive investment knowledge Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Amy S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy S.") AS Amy S. People Operations Specialist Small-Business (50 or fewer emp.) 7/21/2026 "Seamless Payroll Integration and Intuitive Setup with Betterment" 4.5/5 What do you like best about Betterment at Work? Betterment integrates seamlessly with our payroll system and reduces manual work on my end. The interface is intuitive and simple to use. Getting set up with Betterment was easy, we had an onboarding specialist who guided us through set up, and they've given us continued support when I've had questions or run into issues. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? We ran into one issue where Betterment was automatically enrolling interns, even though interns are not eligible to participate in our plan. I did end up finding a workaround by turning off their payroll sync. It's a bit annoying because I have to manually deactivate them, but since we don't have too many interns this isn't too much work at this stage. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? The biggest problem that Betterment solved for us is direct integration with our payroll provider, Rippling. I no longer have to manually enroll and remove employees, and I no longer have to submit manual payroll reports to our 401k provider. This has reduced my workload and also greatly reduced the possibility for errors. So far, employees have had an easy time using the Betterment system. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Trista G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Trista G.") TG Trista G. Director of People and Compliance Small-Business (50 or fewer emp.) 7/14/2026 "Effortless Setup, Seamless Payroll Integration, and Outstanding Support" 5/5 What do you like best about Betterment at Work? Getting started with Betterment at Work couldn't have been easier. We had a dedicated rep who answered our questions any time. The system integrated perfectly into our payroll system and we had no issues with running that first payroll. The pricing was within our budget, the system is user-friendly on both the front and back end. Our employees love the platform (and regularly bring up how intuitive it is to use and how seamless it is to make adjustments to contributions). The intelligence on the back end creates an ease of selecting tracks for investments which our staff has highlighted as a top feature. Incredibly glad we decided to go with Betterment at Work. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? I have no complaints about Betterment at Work. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? It allowed us to provide a well-received benefit for our staff. Everyone was thrilled when we rolled it out and have received no complaints about the performance of the system. The team appreciates the ability to make selections about how to invest their funds. Staff indicates the ease of selecting investment tracks has saved them time and knowledge gain when it comes to knowing/not knowing anything about investments. Review collected by and hosted on G2.com. Show More 7/21/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Fernando V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fernando V.") FV Fernando V. HR Specialist Small-Business (50 or fewer emp.) 7/15/2026 "Straightforward Betterment Onboarding with a Smooth 401(k) Transition" 4.5/5 What do you like best about Betterment at Work? The onboarding experience was straightforward, and the transition from our previous 401(k) provider was well managed. Employees found it easy to claim their accounts, review their investments, and update their contribution elections. The Betterment team was also very responsive throughout the implementation process. As an administrator, I appreciate how simple it is to manage the plan while giving employees an easy-to-use platform for their retirement savings. The communication during implementation was clear, and the support team was quick to help whenever we needed assistance. The integration with Rippling was easy and user-friendly. AI report features increase performance in our HR team. And lastly the cost to our company is considerably lower than previous provider. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? The transition required a fair amount of coordination, and there were a few areas where the documentation could have been clearer, particularly around payroll uploads for loan repayments and some of the plan configuration details. That said, the implementation team was responsive and helped us work through our questions. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? Betterment has given our employees a much more modern and intuitive experience for managing their retirement accounts. From an administrator perspective, it has streamlined our 401(k) management, and the implementation team helped make the transition from our previous provider as smooth as possible. Before switching to Betterment, we were looking for a more modern and employee-friendly 401(k) platform that would simplify plan administration and improve the participant experience. Our previous provider required more manual processes and offered a less intuitive interface for employees. Since implementing Betterment, we've been able to provide employees with a much easier way to enroll, manage their retirement accounts, update beneficiaries, review investment options, and adjust contribution elections. From the HR side, the implementation team guided us through the transition, coordinated the asset transfer, and was responsive whenever we had questions during setup. While there was a learning curve during implementation, Betterment has given us a more streamlined retirement platform that is easier for employees to navigate and should reduce the amount of administrative support our team needs to provide over time. Overall, it has been a positive upgrade for both our employees and our People Operations team. Review collected by and hosted on G2.com. Show More 7/16/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Eric R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric R.") ER Eric R. Revenue Operations Manager Hospital & Health Care Small-Business (50 or fewer emp.) 7/16/2026 "Low effort 401(k) administration that saves time" 4/5 What do you like best about Betterment at Work? As the person who administers our 401k, what I value most is how little the platform gets in my way. Betterment handles the investments and default allocations, which is a real time-saver at a small company where I wear a lot of hats. Employee facing onboarding and tooling is good enough that most everyone can enroll without pinging me. The admin dashboard surfaces what I need for census and contribution tracking without a lot of digging, including plan docs that I routinely need to reference. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? Plan-design flexibility is more limited. When I was evaluating a safe harbor change and thinking through ADP testing and top-heavy exposure, I wanted more built-in modeling and clearer guidance in-platform rather than having to work it out separately or with support. Reporting exports could also be more configurable. Support is generally responsive but can slow down on nuanced compliance questions that fall outside the standard playbook. Badly needs integration with my PEO, Deel. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? It gives a lean Ops team a competitive retirement benefit without requiring a dedicated benefits admin or a separate advisor. The automation around enrollment and contributions removes recurring manual work, and offering a modern, low-friction 401(k) helps with recruiting a ton. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Barbara B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Barbara B.") BB Barbara B. Controller / Office Manager Small-Business (50 or fewer emp.) 5/13/2025 "Streamlined 401k Management with Stellar Support" 4.5/5 What do you like best 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 they handle the hard paperwork for us. When I need help, there is always someone to assist me, and the agent walked me through every step of setting it up. Betterment also works alongside Paychex and automatically gets the info directly, which is super convenient. The low cost and reputation of Betterment were also key factors for us, and I'd give them a recommendation score of 9. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? I had an issue setting up an additional emergency account. I didn't know why it was happening and I had to contact support. That wasn't straightforward enough, but the solution was easy once a rep from Betterment explained it to me. It would have been faster if that was a little more straightforward. 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 cost-effective for managing our company's 401k and they handle the hard paperwork. It's easy to set up, and customer support is always available to help. Review collected by and hosted on G2.com. Show More 7/16/2026 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Jacob M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jacob M.") JM Jacob M. Director of Operations Mid-Market (51-1000 emp.) 7/15/2026 "Fair-Priced, Seamless 401(k) Platform That Simplifies Setup and Management" 5/5 What do you like best about Betterment at Work? As an employer, Betterment at Work was a fantastic option from a price standpoint. It is a fair price to get our 401k platform set up and running. My favorite part is that it cuts out all of the crazy steps and fees that come with other 401k providers and provides a simple and seamless online platform to help with managing the 401k plan. Though we do not have an integrated payroll provider, the process of integrating is very easy. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? The onboarding process was very simple initially. However, I did not like how difficult it was to get ahold of people with questions and support. Their response time was very slow as they help many clients. I also did not like how you dont have one set contact that helps with your account, rather a call center that you have to go through. Performance is mostly good but can be better especially when uploading larger payroll batches. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? It save me a lot of administrative time by solving most of those problems for me. The platform is easy to use and so it save me a lot of time in the long run. A lot of the automated features help when it comes to administrative overhead that comes with managing a large 401k plan. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Brian E.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian E.") BE Brian E. CFO Small-Business (50 or fewer emp.) 9/17/2025 "Flexible Employee Options, Easy for employees to use" 4/5 What do you like best about Betterment at Work? I like Betterment at Work because it offers a variety of investment options and loans for employees. It's beneficial as it allows employees to get a loan from their 401k and repay it through payroll deductions, which simplifies the process. I also appreciate the ability for customization for employees and the enhanced options for customization and loans compared to our previous provider, Guideline. Review collected by and hosted on G2.com. 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, and we encountered difficulties because our contact was changed mid-process, which significantly delayed things. 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 diverse investment options and loans, allowing employees to repay through payroll. It integrates well with accounting software and provides customization for employees. Review collected by and hosted on G2.com. Show More 7/14/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Wendy M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wendy M.") WM Wendy M. Administrator Small-Business (50 or fewer emp.) 7/16/2026 "Easy Payroll Processing, Clear Notifications, and Fast Support" 4/5 What do you like best about Betterment at Work? Website is easy and communication between employees and management/payroll is very good. Payroll is easy to upload and process by downloading a CSV file and entering data. Approving distributions and getting notifications are easy and clear as well. Pricing was better than our old plan and employee options are greater as ell. Support has been quick to repond to any questions, typically within hours and the same day. Review collected by and hosted on G2.com. What do you dislike about Betterment at Work? Having access to a real person and having a phone number for contacting was the biggest dislike I have. All communication has been email or online support. Maybe I am old school but a real person connection has been my biggest dislike. All communication with online and support has been quick response but I do miss that personal connection. Review collected by and hosted on G2.com. What problems is Betterment at Work solving and how is that benefiting you? I do not have any problems. Review collected by and hosted on G2.com. 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