# Best 401(k) Software for Small Business ## How Many 401(k) Software Products Does G2 Track? **Total Products under this Category:** 24 ### Category Stats (Aug 2026) - **Average Rating:** 4.09/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** ForUsAll (+0.69%) - Among all products in this category, ForUsAll recorded the largest rating increase compared to last month _Last updated: August 07, 2026_ ## How Does G2 Rank 401(k) Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 4,600+ Authentic Reviews - 24+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for 401(k) Software ![G2 Grid® for 401(k) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/401-k/grids.png?focus%5B%5D=19097&focus%5B%5D=77609&focus%5B%5D=106263&focus%5B%5D=124416&focus%5B%5D=1357492&focus%5B%5D=122699) Highlighted products: Human Interest, Gusto 401(k), Betterment at Work, 401GO, Betterment Advisor Solutions, and Ubiquity Retirement. Underlying data: [Grid® JSON](https://www.g2.com/categories/401-k/grids.json?focus%5B%5D=human-interest&focus%5B%5D=gusto-401-k&focus%5B%5D=betterment-at-work&focus%5B%5D=401go&focus%5B%5D=betterment-advisor-solutions&focus%5B%5D=ubiquity-retirement&segment=small-business) **Sponsored** ### Ubiquity Retirement Ubiquity is a retirement plan solution specifically designed for small business owners, aiming to provide them with qualified retirement plans that cater to their unique needs. Established in 1999, Ubiquity has focused on empowering businesses to secure their financial futures through effective retirement solutions. The company combines advanced technology with exceptional customer support to address the cost and compliance challenges that often hinder small businesses across the nation. Targeting small business owners, Ubiquity offers a range of customizable retirement plans that are both simple to implement and affordable. These plans are designed to meet the diverse needs of various businesses, ensuring that owners can provide their employees with valuable retirement benefits while also managing their own financial goals. Ubiquity's commitment to transforming the retirement landscape for small businesses has resulted in the successful implementation of plans for over 16,000 businesses, positively impacting hundreds of thousands of lives. Key features of Ubiquity's retirement plans include a user-friendly online platform that simplifies the enrollment process, making it easy for both employers and employees to navigate. The plans are customizable, allowing business owners to tailor their offerings to align with their specific objectives and workforce needs. Additionally, Ubiquity provides ongoing support and resources to ensure compliance with ever-changing regulations, helping businesses avoid potential pitfalls that could arise from mismanagement of retirement plans. The benefits of choosing Ubiquity extend beyond just compliance and cost-effectiveness. By offering a robust retirement plan, small businesses can enhance employee satisfaction and retention, as workers increasingly seek employers who provide comprehensive benefits. Ubiquity's focus on affordability ensures that even the smallest of businesses can access high-quality retirement solutions without straining their budgets. This combination of features and benefits positions Ubiquity as a reliable partner for small business owners looking to secure their financial futures and those of their employees. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2507&secure%5Bchosen_at%5D=2026-08-08T16%3A29%3A11Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=122699&secure%5Bresource_id%5D=2507&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2F401-k%2Fsmall-business%3Fopen_modal_url%3D%252Fproducts%252Fguideline%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252F401-k%25252Fsmall-business%2526source%253Dcategory&secure%5Btoken%5D=3b528762ec0f8d811ead1ed90e8ba0db90cbc66f575329ed7f352efc5e0511e7&secure%5Burl%5D=https%3A%2F%2Fwww.myubiquity.com%2F401k-plan-pricing%2F&secure%5Burl_type%5D=paid_promos) ### [Human Interest](https://www.g2.com/products/human-interest/reviews) Human Interest is an easy way to offer a 401(k)or 403(b) that scales with your business. Our transparent pricing and customizable plans make offering a retirement benefit possible for companies of all sizes. Employers can sign up for a plan in minutes and automate essential administrative tasks with 500+ "no-touch" payroll integrations. The typical plan saves over 75 hours a year in administrative work over traditional plans.\* Our solution delivers a streamlined experience that empowers, guides, and incentivizes employees to save. Employees can get 3% cash back (for eligible savers, up to $250\*\*), and our transparent pricing helps ensure they will never be surprised by unexpected fees. Backed by award-winning support\*\*\*, Human Interest can proactively help your business take advantage of government tax credits while offering a robust retirement plan designed to help you stay competitive in your employee benefits.\*\*\*\* Footnotes: \* Human Interest internal data as of February 28, 2024. Calculations are based on customer information, including 50 hours of 401(k) administration management per year and one hour of payroll management per pay cycle at a $100 per hour rate. Actual cost savings may differ. \*\*3% cash back is available to eligible individuals making $60,000 or less in gross income and contributing at least 8% of every paycheck to an eligible Human Interest plan over a 12-month period. Must submit a claim form to claim the award. Minimum award is $100 and max is $250. Additional requirements apply. See terms and conditions at https://humaninterest.com/legal/cashback-terms/. This program is administered and offered by Human Interest Inc. Its subsidiary and registered investment adviser, Human Interest Advisors, will earn more in asset-based fees if a plan participant increases their contribution in connection with the program. \*\*\*Human Interest was awarded the "Silver Stevie Award" medal in the 2025 Stevie AwardsⓇ for "Achievement in Customer Experience." Winners were determined by the average scores of more than 170 professionals worldwide in the three-month judging process. Read more about the winning organizations: https://stevieawards.com//sales and criteria for the award here: stevieawards.com/aba/judging-awards-process. American Business Awards are registered trademarks of Stevie Awards, Inc. Stevie Awards, Inc. is not affiliated with Human Interest. This recognition is not indicative of Human Interest’s future performance. \*\*\*\* Human Interest solicited clients for G2 reviews in exchange for nominal non-cash compensation. Active solicitation and non-cash compensation will make a customer more likely to portray Human Interest favorably. Testimonials may not be representative of the experience of others and past success does not guarantee future results. From 8/25/24-3/31/25, Human Interest offered gift cards as an incentive for customers to complete G2 reviews. A higher nominal value was offered for non-anonymous testimonials. Read our full disclosures at https://humaninterest.com/disclosures/. **Average Rating:** 4.3/5.0 **Total Reviews:** 2,419 #### How Do G2 Users Rate Human Interest? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.6/10) - **Tax Benefits:** 8.8/10 (Category avg: 8.4/10) - **Reporting:** 8.6/10 (Category avg: 8.7/10) - **Monitoring:** 8.8/10 (Category avg: 8.9/10) #### Who Is the Company Behind Human Interest? - **Seller:** [Human Interest, Inc.](https://www.g2.com/sellers/human-interest-inc) - **Company Website:** humaninterest.com - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @humaninteresthq 1,454 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7ec315a15515a976b0943912ea70fedc11c89a0ac9c148713c1818c7b55e90e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10200066%2F&secure%5Burl_type%5D=linkedin_company_website) 820 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Construction, Computer Software - **Company Size:** 79% Small, 16% Medium #### What Do G2 Reviewers Say About Human Interest? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **easy setup** of Human Interest, enabling a smooth and intuitive transition for managing retirement plans. - Users appreciate the **ease of use** of Human Interest, noting its intuitive navigation and straightforward management for all. - Users appreciate the **ease of 401(k) management** with Human Interest, simplifying compliance and payroll integration for employers. - Users appreciate the **timely and reliable customer support** from Human Interest, enhancing their experience with the platform. - Users love the **user-friendly interface** of Human Interest, making retirement planning accessible and smooth for everyone. ##### Cons - Users express frustration with **poor customer support** , citing lack of responsiveness and unresolved issues despite multiple attempts to contact. - Users find it **difficult to understand** investment performances and often struggle with inconsistent communication and setup. - Users are frustrated by **payroll issues** , including slow updates and unresolved errors that disrupt operations significantly. - Users express frustration over **poor onboarding** , highlighting unresolved issues and lack of effective communication throughout their experience. - Users experience **contribution issues** with Human Interest, facing mismatched totals and delays that complicate management. #### What Are Recent G2 Reviews of Human Interest? **["Easy 401(k) Setup/Transition with Human Interest with Outstanding Support"](https://www.g2.com/survey_responses/human-interest-review-13215216)** **Rating:** 5.0/5.0 stars _— Charlene W._ [Read full review](https://www.g2.com/survey_responses/human-interest-review-13215216) **["Effortless 401k Setup with Seamless Integration"](https://www.g2.com/survey_responses/human-interest-review-11961390)** **Rating:** 5.0/5.0 stars _— Jeff G._ [Read full review](https://www.g2.com/survey_responses/human-interest-review-11961390) ### [Gusto 401(k)](https://www.g2.com/products/gusto-401-k/reviews) Guideline 401(k) is now part of Gusto. We provide a modern, integrated 401(k) experience for businesses and their teams. As part of the Gusto ecosystem, Guideline offers streamlined retirement solutions designed to simplify plan management, administration, and compliance. Employees receive a user-friendly experience to enroll and manage their financial future. Our mission is to help companies effortlessly offer a powerful retirement benefit their team can truly appreciate. For informational purposes only. Should not be considered investment or tax advice **Average Rating:** 4.5/5.0 **Total Reviews:** 1,155 #### How Do G2 Users Rate Gusto 401(k)? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.6/10) - **Tax Benefits:** 9.1/10 (Category avg: 8.4/10) - **Reporting:** 8.9/10 (Category avg: 8.7/10) - **Monitoring:** 9.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind Gusto 401(k)? - **Seller:** [Gusto](https://www.g2.com/sellers/gusto) - **Company Website:** gusto.com - **Year Founded:** 2011 - **HQ Location:** San Francisco, CA - **Twitter:** @GustoHQ 21,245 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c190aaf757d5e1504d221efabaedc23ae49a648c244058006c5cf480c3176590&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2499210%2F&secure%5Burl_type%5D=linkedin_company_website) 4,426 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 89% Small, 10% Medium #### What Do G2 Reviewers Say About Gusto 401(k)? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** of Guideline exceptional, allowing quick adoption and smooth implementation for teams. - Users find the **easy setup** of Guideline intuitive and accessible, simplifying the onboarding process for their teams. - Users appreciate the **helpful customer support** from Guideline, making interactions smooth and issue resolution prompt. - Users appreciate the **seamless integration** with QuickBooks, making payroll management easy and user-friendly. - Users commend the **ease of use** in 401k Management, highlighting its simple setup and integration with payroll systems. ##### Cons - Users find the **limited investment options** of Guideline disappointing, especially the lack of cryptocurrency exposure. - Users feel that **limited options** for investment customization restrict their ability to tailor portfolios effectively. - Users find **limited customization options** for reporting and plan configurations, impacting detailed requirements and flexibility. - Users express frustration with **poor customer support** , experiencing delays and difficulty in getting timely assistance. - Users feel there is **inadequate guidance** for investment decisions, leaving teams without necessary support and control. #### What Are Recent G2 Reviews of Gusto 401(k)? **["Clean, Intuitive 401(k) Dashboard"](https://www.g2.com/survey_responses/gusto-401-k-review-12847723)** **Rating:** 5.0/5.0 stars _— Colin H._ [Read full review](https://www.g2.com/survey_responses/gusto-401-k-review-12847723) **["Guideline is a high-quality, affordable, and easy-to-administer 401K for SMEs"](https://www.g2.com/survey_responses/gusto-401-k-review-9385222)** **Rating:** 4.5/5.0 stars _— Josh L._ [Read full review](https://www.g2.com/survey_responses/gusto-401-k-review-9385222) #### What Are G2 Users Discussing About Gusto 401(k)? - [What is Guideline used for?](https://www.g2.com/discussions/what-is-guideline-used-for) - 1 comment ### [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) 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. **Average Rating:** 4.3/5.0 **Total Reviews:** 703 #### How Do G2 Users Rate Betterment at Work? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.6/10) - **Tax Benefits:** 8.6/10 (Category avg: 8.4/10) - **Reporting:** 8.3/10 (Category avg: 8.7/10) - **Monitoring:** 8.6/10 (Category avg: 8.9/10) #### Who Is the Company Behind Betterment at Work? - **Seller:** [Betterment](https://www.g2.com/sellers/betterment) - **Company Website:** www.betterment.com - **Year Founded:** 2010 - **HQ Location:** New York, US - **Twitter:** @Betterment 35,577 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c3b54cf90706dccab76706767ad88a1daa9bc71fd668571b2f1562356743a4f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbetterment%2Fpeople%2F&secure%5Burl_type%5D=linkedin_company_website) 651 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Owner - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 68% Small, 29% Medium #### What Do G2 Reviewers Say About Betterment at Work? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Betterment at Work, highlighting its intuitive dashboard and smooth implementation. - Users value the **quick and responsive customer support** from Betterment at Work, enhancing their overall experience. - Users appreciate the **user-friendly design** of Betterment at Work, making navigation and implementation smooth and efficient. - Users commend the **easy setup** of Betterment at Work, enjoy a streamlined process with excellent support and guidance. - Users highlight the **user-friendly interface** of Betterment at Work, facilitating easy navigation and efficient financial management. ##### Cons - Users experience **poor customer support** , facing slow response times and limited assistance for complex issues. - Users note a **lack of customization** in reporting and client options, limiting effectiveness for diverse company needs. - Users are frustrated by the **limited investment options** , wishing for greater customization and better navigation tools. - Users note that the **reporting tools lack customization** , which limits their ability to tailor finance and payroll needs. - Users experience **payroll integration issues** , requiring tedious manual entry and corrections despite helpful support. #### What Are Recent G2 Reviews of Betterment at Work? **["Seamless Payroll Integration and Intuitive Setup with Betterment"](https://www.g2.com/survey_responses/betterment-at-work-review-13138438)** **Rating:** 4.5/5.0 stars _— Amy S._ [Read full review](https://www.g2.com/survey_responses/betterment-at-work-review-13138438) **["Easy-to-Use Interface and Handy Mobile App"](https://www.g2.com/survey_responses/betterment-at-work-review-13138577)** **Rating:** 4.5/5.0 stars _— George H._ [Read full review](https://www.g2.com/survey_responses/betterment-at-work-review-13138577) ### [401GO](https://www.g2.com/products/401go/reviews) 401GO is a type of retirement plan solution designed to help businesses and their employees access affordable and efficient 401(k) plans. Recognizing the challenges that small businesses face in providing retirement benefits, 401GO aims to bridge the gap by offering a streamlined approach to setting up and managing retirement plans. The target audience for 401GO includes small business owners who may have previously felt excluded from the retirement plan market due to high costs and complex setups. Many of these businesses understand the importance of providing retirement options to their employees but lack the resources or knowledge to implement such plans effectively. Key features of 401GO include a quick setup process that can be completed in just minutes, as opposed to the weeks or months typically required by traditional providers. This efficiency is complemented by an economical pricing structure that allows small businesses to offer competitive retirement benefits without straining their budgets. Additionally, 401GO takes care of all the administrative details, freeing up business owners to focus on their core operations rather than getting bogged down in paperwork. The platform employs innovative automated technology to manage the complexities of retirement planning, ensuring that both employers and employees can easily navigate their options. This technology not only simplifies the enrollment process but also provides ongoing support and resources to help users make informed decisions about their retirement savings. By offering a practical and beneficial 401(k) plan, 401GO empowers small businesses to enhance employee satisfaction and retention while promoting financial security for their workforce. Overall, 401GO stands out in the retirement plan market by providing a tailored solution that meets the unique needs of small businesses. Its commitment to affordability, efficiency, and comprehensive support makes it a valuable resource for employers looking to provide their employees with essential retirement benefits. **Average Rating:** 4.8/5.0 **Total Reviews:** 152 #### How Do G2 Users Rate 401GO? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.6/10) - **Tax Benefits:** 9.2/10 (Category avg: 8.4/10) - **Reporting:** 8.9/10 (Category avg: 8.7/10) - **Monitoring:** 9.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind 401GO? - **Seller:** [401GO](https://www.g2.com/sellers/401go) - **Company Website:** 401go.com - **Year Founded:** 2017 - **HQ Location:** West Jordan, Utah - **Twitter:** @401GOtoday 86 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f1a985c636dbb147d34d9c9706435f801eca0a1b18acfa1ff00e709f26f1a823&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F401go%2F&secure%5Burl_type%5D=linkedin_company_website) 119 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Accounting - **Company Size:** 92% Small, 8% Medium #### What Do G2 Reviewers Say About 401GO? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of managing 401k services** with 401GO, appreciating its user-friendly interface and helpful support. - Users value the **exceptional customer support** from 401GO, experiencing fast and personable assistance when needed. - Users find 401GO incredibly **easy to use** , thanks to its clean interface and excellent support team. - Users appreciate the **intuitive and stress-free interface** of 401GO, greatly simplifying retirement and investment management. - Users praise the **easy management** of 401GO, noting quick setup and accessible support for a seamless experience. ##### Cons - Users find the **inadequate guidance** on 401GO challenging, especially for beginners navigating setup and reports. - Users find the **manual labor required** for fee extensions and employee errors to be a cumbersome process. - Users experience **payroll issues** due to inaccurate discrepancies in retirement calculations, leading to confusion and frustration. - Users find the **poor navigation** frustrating, facing multiple steps and clunky processes for essential functions. - Users find the **initial setup and report navigation complex** , especially for those new to managing a 401(k). #### What Are Recent G2 Reviews of 401GO? **["Amazing Product, Customer Service and Solution for Small Business Retirement Options"](https://www.g2.com/survey_responses/401go-review-8006247)** **Rating:** 5.0/5.0 stars _— Erin M._ [Read full review](https://www.g2.com/survey_responses/401go-review-8006247) **["Great Platform with Room for Better Usability"](https://www.g2.com/survey_responses/401go-review-11920947)** **Rating:** 4.5/5.0 stars _— Arun J._ [Read full review](https://www.g2.com/survey_responses/401go-review-11920947) #### What Are G2 Users Discussing About 401GO? - [What do you like most about 401GO for managing retirement plans, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-401go-for-managing-retirement-plans-and-what-could-be-improved) - [What is 401GO used for?](https://www.g2.com/discussions/what-is-401go-used-for) ### [Betterment Advisor Solutions](https://www.g2.com/products/betterment-advisor-solutions/reviews) Betterment Advisor Solutions is a tech-enabled custodian built for independent RIAs, helping advisors serve more clients, more efficiently, across investing, retirement, and cash. Our automated technology–tax-efficient portfolio management, streamlined back-office operations, and highly-rated user experience–paired with dedicated support–allow you to focus on what most: delivering great advice. Upgrade your experience today and visit: https://www.betterment.com/advisors. 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 of the experience of others and past success does not guarantee future results. **Average Rating:** 4.4/5.0 **Total Reviews:** 62 #### How Do G2 Users Rate Betterment Advisor Solutions? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.6/10) - **Tax Benefits:** 8.1/10 (Category avg: 8.4/10) - **Reporting:** 6.9/10 (Category avg: 8.7/10) - **Monitoring:** 9.0/10 (Category avg: 8.9/10) #### Who Is the Company Behind Betterment Advisor Solutions? - **Seller:** [Betterment](https://www.g2.com/sellers/betterment) - **Company Website:** www.betterment.com - **Year Founded:** 2010 - **HQ Location:** New York, US - **Twitter:** @Betterment 35,577 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c3b54cf90706dccab76706767ad88a1daa9bc71fd668571b2f1562356743a4f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbetterment%2Fpeople%2F&secure%5Burl_type%5D=linkedin_company_website) 651 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Financial Services, Investment Management - **Company Size:** 67% Small, 2% Large #### What Do G2 Reviewers Say About Betterment Advisor Solutions? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Betterment Advisor Solutions, enjoying a smooth, fast, and intuitive experience. - Users value the **responsive customer support** of Betterment, enhancing their overall experience and satisfaction. - Users praise the **simple and user-friendly interface** of Betterment Advisor Solutions, enhancing their overall client experience. - Users love the **easy setup** of Betterment Advisor Solutions, facilitating smooth onboarding and efficient client management. - Users appreciate the **easy setup** of Betterment Advisor Solutions, enjoying seamless onboarding and efficient client management. ##### Cons - Users find **limited investment options** restrict their portfolio flexibility, making it challenging for diverse investment strategies. - Users note **limited investment options** , affecting flexibility and suitability for various investment needs. - Users note a **feature deficiency** in Betterment Advisor Solutions, particularly in reporting and customization options. - Users experience **difficulty understanding complex processes** , making it challenging to manage advanced investment scenarios effectively. - Users report **poor customer support** , especially finding tier 1 help ineffective and tier 2 response times frustratingly slow. #### What Are Recent G2 Reviews of Betterment Advisor Solutions? **["Modern, Intuitive Platform That Empowers Advisors"](https://www.g2.com/survey_responses/betterment-advisor-solutions-review-12089853)** **Rating:** 5.0/5.0 stars _— ryan g._ [Read full review](https://www.g2.com/survey_responses/betterment-advisor-solutions-review-12089853) **["Betterment is what all investment management platforms should be."](https://www.g2.com/survey_responses/betterment-advisor-solutions-review-11196907)** **Rating:** 4.5/5.0 stars _— Justin C._ [Read full review](https://www.g2.com/survey_responses/betterment-advisor-solutions-review-11196907) ### [Ubiquity Retirement](https://www.g2.com/products/ubiquity-retirement/reviews) Ubiquity is a retirement plan solution specifically designed for small business owners, aiming to provide them with qualified retirement plans that cater to their unique needs. Established in 1999, Ubiquity has focused on empowering businesses to secure their financial futures through effective retirement solutions. The company combines advanced technology with exceptional customer support to address the cost and compliance challenges that often hinder small businesses across the nation. Targeting small business owners, Ubiquity offers a range of customizable retirement plans that are both simple to implement and affordable. These plans are designed to meet the diverse needs of various businesses, ensuring that owners can provide their employees with valuable retirement benefits while also managing their own financial goals. Ubiquity's commitment to transforming the retirement landscape for small businesses has resulted in the successful implementation of plans for over 16,000 businesses, positively impacting hundreds of thousands of lives. Key features of Ubiquity's retirement plans include a user-friendly online platform that simplifies the enrollment process, making it easy for both employers and employees to navigate. The plans are customizable, allowing business owners to tailor their offerings to align with their specific objectives and workforce needs. Additionally, Ubiquity provides ongoing support and resources to ensure compliance with ever-changing regulations, helping businesses avoid potential pitfalls that could arise from mismanagement of retirement plans. The benefits of choosing Ubiquity extend beyond just compliance and cost-effectiveness. By offering a robust retirement plan, small businesses can enhance employee satisfaction and retention, as workers increasingly seek employers who provide comprehensive benefits. Ubiquity's focus on affordability ensures that even the smallest of businesses can access high-quality retirement solutions without straining their budgets. This combination of features and benefits positions Ubiquity as a reliable partner for small business owners looking to secure their financial futures and those of their employees. **Average Rating:** 4.3/5.0 **Total Reviews:** 60 #### How Do G2 Users Rate Ubiquity Retirement? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.6/10) - **Tax Benefits:** 9.3/10 (Category avg: 8.4/10) - **Reporting:** 9.5/10 (Category avg: 8.7/10) - **Monitoring:** 9.6/10 (Category avg: 8.9/10) #### Who Is the Company Behind Ubiquity Retirement? - **Seller:** [Ubiquity Retirement + Savings](https://www.g2.com/sellers/ubiquity-retirement-savings) - **Company Website:** www.myubiquity.com - **Year Founded:** 1999 - **HQ Location:** San Francisco, California - **Twitter:** @ubiquitysavings 2,503 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f5ba5be20c2e6bb69e98a19cac6c8520fff681ea566257020837a706ed716ccb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F66108&secure%5Burl_type%5D=linkedin_company_website) 87 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 48% Small, 12% Medium #### What Do G2 Reviewers Say About Ubiquity Retirement? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Ubiquity Retirement, allowing for quick and straightforward payroll management. - Users value the **ease of use** of Ubiquity Retirement, finding it simple and straightforward for everyone involved. - Users appreciate the **excellent customer support** of Ubiquity Retirement, highlighting prompt assistance and helpful service. - Users appreciate the **easy setup** of Ubiquity Retirement, finding it quick and hassle-free to manage their accounts. - Users appreciate the **seamless integrations** of Ubiquity Retirement with ERP systems, enhancing daily workflows and support accessibility. ##### Cons - Users find the **difficulty understanding** of payroll deposit integration and resource library access to be challenging. - Users find the **limited options** for fund selection in Ubiquity Retirement frustrating, wishing for more available choices. - Users find the **plan confusion** overwhelming, especially regarding regulations and required minimum distributions. - Users find the **onboarding process overwhelming** and often require support to navigate minor issues effectively. - Users find the **setup process overwhelming** and often feel unsupported, making it challenging to start using Ubiquity Retirement. #### What Are Recent G2 Reviews of Ubiquity Retirement? **["Fast Setup, Excellent User Support"](https://www.g2.com/survey_responses/ubiquity-retirement-review-13221391)** **Rating:** 5.0/5.0 stars _— Annette C._ [Read full review](https://www.g2.com/survey_responses/ubiquity-retirement-review-13221391) **["Great Usability, Strong Customer Support, and Smooth Office Integration"](https://www.g2.com/survey_responses/ubiquity-retirement-review-13222268)** **Rating:** 5.0/5.0 stars _— Verified User in Medical Practice_ [Read full review](https://www.g2.com/survey_responses/ubiquity-retirement-review-13222268) #### What Are G2 Users Discussing About Ubiquity Retirement? - [How much should I have in my 401k?](https://www.g2.com/discussions/how-much-should-i-have-in-my-401k) - [Is Guideline a good 401k provider?](https://www.g2.com/discussions/is-guideline-a-good-401k-provider) - [What is ubiquity com?](https://www.g2.com/discussions/what-is-ubiquity-com) - [Who owns Ubiquity retirement?](https://www.g2.com/discussions/who-owns-ubiquity-retirement) Spotlight Categories [AI Writing Assistants](https://www.g2.com/categories/ai-writing-assistant) [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) [Account-Based Orchestration Platforms](https://www.g2.com/categories/account-based-orchestration-platforms) [Spend Management Software](https://www.g2.com/categories/spend-management) [Live Chat Software](https://www.g2.com/categories/live-chat) Similar Categories - [HCM Software](/categories/hcm-software) - [Recruiting](/categories/recruiting) - [Talent Management](/categories/talent-management) - [Core HR](/categories/core-hr) - [Benefits Administration](/categories/benefits-administration) - [Workforce Management](/categories/workforce-management) - [Time Tracking](/categories/time-tracking-software) - [Freelance Platforms](/categories/freelance-platforms) - [Staffing](/categories/staffing) - [Other HR](/categories/other-hr) - [Absence Management](/categories/absence-management-software) - [ACA Compliance](/categories/aca-compliance) - [Benefits Support](/categories/benefits-support) - [Compensation Planning](/categories/compensation-planning) - [Contractor Management](/categories/contractor-management) [Browse 401(k) Themes](/categories/401-k/themes)