--- title: Lively HSA Reviews meta\_title: 'Lively HSA Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 133 reviews by the users' company size, role or industry to find out how Lively HSA works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 133 scale: '5' date\_modified: '2026-08-30' parent\_category: name: HR url: https://www.g2.com/categories/hr --- # Lively HSA Reviews & Product Details Visit Website Lively is the benefit solutions provider that finally gets it right. Recent years have seen a dramatic shift in the benefits landscape: Employee needs are evolving, and employers that pay attention will find success in retaining talent while keeping the bottom line in check. But most providers continue to cause headache instead of relief, and that gap only widens over time. We raise the bar for benefit solutions in the industry. Our user experiences are unrivaled, thoughtfully designed to make benefits easy, for both the administrators that manage them and the employees that use them. Combining exceptional 360 customer support, user-friendly technology built for the needs of today, and user education with a proven record of driving adoption—Lively is the benefits provider you’ve been waiting for. Benefits available: -Long-Term Health Savings: Save, spend, and invest with a top-rated HSA. -Lifestyle & Wellness: Support the whole employee with Lifestyle Spending Accounts (in high-demand) and a Medical Travel Account. -Pre-Tax Health Reimbursements: Offset rising costs with Flexible Spending Accounts (FSAs) or Health Reimbursement Arrangements (HRAs). -Continuation of Health Coverage: Keep transitions simple and compliant with COBRA and Direct Bill. To learn more about how our benefit solutions can help you achieve your goals, visit livelyme.com or reach out at sales@livelyme.com. * * * Product Website Lively HSA Seller [Lively](https://www.g2.com/sellers/lively) Discussions [Lively HSA Community](https://www.g2.com/products/lively-hsa/discuss) Languages Supported English, Spanish Solution Type All-in-One (All-in-One products consolidate features across multiple business functions into a single unified platform, serving a broad range of workflows within one tool.) Overview by Carlos Hergueta ![PayFocus](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PayFocus") Used by PayFocus and 2 others ##### Featured Companies [ ![PayFocus](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PayFocus") PayFocus](https://www.g2.com/products/payfocus/reviews)[ ![BenefitMall EmployerFocus](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BenefitMall EmployerFocus") BenefitMall EmployerFocus](https://www.g2.com/products/benefitmall-employerfocus/reviews)[ ![Nivati](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nivati") Nivati](https://www.g2.com/products/nivati/reviews) Beta Show More ## Pricing Pricing provided by Lively HSA. ### Businesses $0.00 1 Per Employee Per Month (PEPM) (Subject to a $200 monthly minimum) [ View More Pricing Information ](https://www.g2.com/products/lively-hsa/pricing) ## Lively HSA Integrations (5) What do users say about integrations? Verified by Lively HSA BA Bahtiar A. Marketing manager Furniture Mid-Market (51-1000 emp.) 8/28/2026 "Enhanced HSA Enrollment with Multi-Language Support and Automation" 4.5/5 What do you like best about Lively HSA? I really appreciate the educational materials and user interface, especially because they're available in Spanish, which has been tremendously helpful given that about 30% of our workforce speaks Spanish as their primary language. The bilingual approach means I no longer have to be the only bridge for understanding benefits. The receipt capture feature through the mobile app is super useful for employees who don't have desk jobs. They can simply snap a photo of a receipt during their breaks, and it's logged, preventing the loss of receipts in trucks or lunch pails. The automation of employee contributions through payroll integration is a lifesaver, freeing up my time by making the process seamless. Switching from our old provider to Lively took about six weeks, but the support team was super helpful and even held an on-site info session, which made a huge difference in the understanding and enrollment of our employees. The educational materials within the app helped our employees understand how an HSA works and increased our enrollment significantly from 12% to over 40%. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? The investment setup is opaque for our workforce specifically. Our floor workers who have built up HSA balances have asked about investing that money. The process to get into the show up investment features is not intuitive for someone who doesn't have investing experience. I've spent probably four hours cumulatively working individual employees through it, which shouldn't be my job. The employer reporting for year-end reconciliation is not in the format I need for our finance team. I still export data and reformat it manually, which is exactly the kind of thing modern software should handle. It's not a deal breaker, but annoying every January. Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? I find Lively HSA's educational materials clear, boosting participation among our team. Its bilingual content aids in comprehension, and the receipt capture feature prevents lost documentation. Payroll integration saves time, though investment options and report formatting could be more intuitive. Review collected by and hosted on G2.com. Show More Validated Reviewer (This review contains authentic analysis and has been reviewed by our team)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) AG Alla G. Senior Data Analyst Accounting Small-Business (50 or fewer emp.) 8/21/2026 "Robust HSA Management with Easy Investment Options" 4.5/5 What do you like best about Lively HSA? I like Lively HSA for its expense tracking tools, which make it easy to photograph a receipt and log qualified expenses in under a minute, offering real documentation instead of a pile of paper. The fee-free structure is a significant plus as there are no monthly, account opening, or processing fees, which marks a genuine difference from my previous bank-run HSA. I also appreciate the investment access, as it provides low-cost fund options without high minimum balances, making investing straightforward. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? I think they should improve the cash account interest because the rate on new uninvested cash is low. I'm constantly deciding how much to keep in cash versus investing, rather than letting it sit in my account. And for the issue with no direct checks, there's no way to write a check straight from the account. You have to order your own if you need that option. I really hope they make this process easier later. Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? Lively HSA solved my problem of an underused HSA with poor tools. It offers easy expense tracking, no fees, and investment options, helping me manage contributions effectively and ensure they're invested rather than losing value. Review collected by and hosted on G2.com. Show More Validated Reviewer (Validated through a business email account)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ![Stephani H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephani H.") SH Stephani H. Enterprise (\> 1000 emp.) 5/5/2026 "Effortless HSA Management with Lively" 5/5 What do you like best about Lively HSA? I primarily use Lively HSA for saving on out-of-pocket medical expenses and it's great that I can put money away tax-free for medical costs or emergencies. I really like the convenience of having a savings account with a debit card that can be used anytime at a healthcare facility. This gives me peace of mind knowing we have enough funds to cover out-of-pocket medical costs. The initial setup was seamless for me too. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? Nothing to note here. So far, everything functions as expected. Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? I use Lively HSA to save money tax-free for medical expenses and emergencies. It provides peace of mind by ensuring funds cover medical costs, and the debit card offers convenience for payments at healthcare facilities. Review collected by and hosted on G2.com. Show More Validated Reviewer (This review contains authentic analysis and has been reviewed by our team)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ![Bryan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bryan S.") BS Bryan S. Owner Small-Business (50 or fewer emp.) 2/22/2024 "great HSA for financial independence minded individuals interested in investing the funds" 5/5 What do you like best about Lively HSA? I like the clean user interface and up to date technology not often found in financial services. The process is simple and clean and I can invest my funds for the long term through Schwab, a great brokerage with a long track record. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? I don't know of any yet really. It's been fine for me. Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? It is a modern and up to date technologically simple HSA Review collected by and hosted on G2.com. Show More 5/26/2026 (At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.) Current User (The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.)Validated Reviewer (Validated through Google One Tap using a business email account)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ![Lisa C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lisa C.") LC Lisa C. Human Resources Director Mid-Market (51-1000 emp.) 5/5/2026 "User-Friendly HSA Platform with Seamless Transition" 5/5 What do you like best about Lively HSA? I feel that Lively HSA is one of the easier HSA accounts I have used in the past. Their website is very user-friendly, and it's easy to use. I like the home screen because it immediately tells you what your balance is as soon as you log in, which is important to me. Additionally, Lively helps me reduce my taxes, and I can easily see deductions and credits to my account. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? Nothing Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? Lively HSA helps me reduce my taxes and manage medical, dental, and vision benefits with ease. The user-friendly website lets me quickly see my balance and track deductions and credits effortlessly. Review collected by and hosted on G2.com. Show More Validated Reviewer (Validated through LinkedIn)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ![Shelly V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shelly V.") SV Shelly V. Benefits Coordinator Mid-Market (51-1000 emp.) 5/5/2026 "Streamlined HSA Management with Exceptional Support" 5/5 What do you like best about Lively HSA? I appreciate that Lively HSA makes managing health savings accounts straightforward and hassle-free. The platform is easy to navigate, which has made day-to-day administration efficient. Lively has been a reliable partner and has helped streamline our HSA management. The customer support is responsive and reliable, and employees feel the platform is very user-friendly. The initial setup was very easy, much better than previous vendors. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? Nothing to dislike Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? I find Lively HSA makes managing HSA accounts straightforward and hassle-free. The platform's ease of navigation enhances day-to-day administration efficiency. Their customer support is responsive, and it helps streamline our HSA management. Review collected by and hosted on G2.com. Show More Validated Reviewer (Validated through Google using a business email account)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") AH Verified User in Higher Education (This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture.) Mid-Market (51-1000 emp.) 5/6/2026 "Lively Customer Service: Always Friendly and Helpful" 5/5 What do you like best about Lively HSA? Lively customer service. Always friendly, always helpful. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? I am not the biggest fan of Lively COBRA. I have not had the same experience, responsiveness, and helpfulness as I have the other side of Lively. Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? More visibility for employees into their HSA account. Our past provider website was slow and hard to use, so it did not feel accessible. Employees can request their own HSA replacement cards, i love that. The more an employee can do on their own, the less my overburdened workload has to resolve requests. Review collected by and hosted on G2.com. Show More Current User (The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.)Validated Reviewer (Validated through a business email account)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ![Marissa R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marissa R.") MR Marissa R. Human Resources Generalist Mid-Market (51-1000 emp.) 5/7/2026 "Fantastic Customer Support That Always Helps" 5/5 What do you like best about Lively HSA? The customer support is fantastic, Jennifer is also willing to help Review collected by and hosted on G2.com. What do you dislike about Lively HSA? Not having great reports for HSA as they do for FSA Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? We have a lot of moving parts in our organization and Jennifer has been great help with all of it. Review collected by and hosted on G2.com. Show More Current User (The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.)Validated Reviewer (Validated through LinkedIn)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ![Scott S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scott S.") SS Scott S. 12/1/2025 "Effortless Employee HSA Management with Lively" 5/5 What do you like best about Lively HSA? I find Lively HSA incredibly efficient for managing employee HSA accounts. The process of registering new employees is quick and seamless, as I only need to log in, enter their information, and it gets sent to them for final registration. Once they've registered, I just need their account number to integrate everything into our HRIS. It's that simple. Rarely do I face any issues regarding employees accessing their accounts, which speaks to the service's reliability. I regularly review reports from Lively HSA to ensure everything functions smoothly, and the access to these reports provides me with a sense of reassurance that all processes are underway correctly. What also adds value is how seamless the initial setup was; it demanded little time and effort from our end, and the platform's intuitiveness meant that minimal training was needed. Overall, the ease of use, efficiency in registration and account access, and the simplicity of the initial setup are standout features that make Lively HSA valuable to me. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? I have had no real issues with Lively HSA, everything works as advertised Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? I find Lively HSA simplifies employee HSA account management with seamless registration and minimal setup time, also allowing easy access to regular reports. Review collected by and hosted on G2.com. Show More Validated Reviewer (This review contains authentic analysis and has been reviewed by our team)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ![Julieta V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Julieta V.") JV Julieta V. 11/25/2025 "Effortless Setup, Exceptional Customer Service" 5/5 What do you like best about Lively HSA? I really appreciate the ease of use that Lively HSA provides, making it straightforward to manage employee benefits without complications. The user-friendly nature of the platform is particularly beneficial, as it ensures that tasks can be performed efficiently without any hassle. Additionally, I value the excellent customer service that comes with using Lively HSA. The support team is responsive and helpful, which adds to the overall positive experience with the service. The combination of these features makes Lively HSA not only easy to navigate but also supports users well whenever assistance is needed. The initial setup is also very easy, which ensures a smooth onboarding process and allows operations to commence swiftly without technical difficulties. The high level of customer satisfaction is evident as I rated my likelihood to recommend Lively HSA to others at a perfect ten. Review collected by and hosted on G2.com. What do you dislike about Lively HSA? I find that the reporting features in Lively HSA could use more detail. Review collected by and hosted on G2.com. What problems is Lively HSA solving and how is that benefiting you? I appreciate Lively HSA for its ease of use and excellent customer service, enhancing our employee benefits experience effectively. Review collected by and hosted on G2.com. Show More Validated Reviewer (This review contains authentic analysis and has been reviewed by our team)Incentivized (This reviewer was offered a nominal incentive as thanks for completing this review.)Source: G2 invite on behalf of seller (Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.) (Copy Review URL) ## Questions about Lively HSA? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Lively HSA ](https://www.g2.com/products/lively-hsa/discussions/new) GU Guest User What is Lively HSA used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-lively-hsa-used-for) [ View all Discussions ](https://www.g2.com/products/lively-hsa/discuss) ## Pricing Options Pricing provided by Lively HSA. ### Businesses $0.00 1 Per Employee Per Month (PEPM) (Subject to a $200 monthly minimum) [ View More Pricing Information ](https://www.g2.com/products/lively-hsa/pricing) Lively HSA Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_62c6cbf7d82700d184629a652fdb1c82/wex-benefits.png "Product Avatar Image") WEX Benefits 3.8/5(112) [ Compare Now ](https://www.g2.com/compare/lively-hsa-vs-wex-benefits) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d931d2634ff006bdb65f4e026e8eca8/formabenefits.png "Product Avatar Image") Forma 4.8/5(822) [ Compare Now ](https://www.g2.com/compare/formabenefits-vs-lively-hsa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_03c68dace37c7bc081c7d27fce576893/benepass.jpeg "Product Avatar Image") Benepass 4.8/5(171) [ Compare Now ](https://www.g2.com/compare/benepass-vs-lively-hsa) ##### ##### Lively HSA Features Platform Customization Integration APIs User, Role, and Access Management Benefits Administration Platform Features Benefits Record Management Enrollment Planning Self-Service Portal Platform - Health Savings Account (HSA) Evidence Funding Reimbursement Data - Health Savings Account (HSA) History Analysis [ View More Features ](https://www.g2.com/products/lively-hsa/features) ## Top-Rated Alternatives [ ![WEX Benefits](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "WEX Benefits") WEX Benefits 3.8/5(112) ](https://www.g2.com/products/wex-benefits/reviews) [ ![Forma](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Forma") Forma 4.8/5(822) ](https://www.g2.com/products/formabenefits/reviews) [ ![isolved](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "isolved") isolved 4.3/5(1,320) ](https://www.g2.com/products/isolved/reviews) [ View All Alternatives ](https://www.g2.com/products/lively-hsa/competitors/alternatives) ##### Categories on G2 [Benefits Administration](https://www.g2.com/categories/benefits-administration)[Lifestyle Spending Account (LSA)](https://www.g2.com/categories/lifestyle-spending-account-lsa)[Health Savings Account (HSA)](https://www.g2.com/categories/health-savings-account-hsa) ##### Explore More [Best sales team training solutions for cloud services](https://www.g2.com/discussions/best-sales-team-training-solutions-for-cloud-services)[Is Fullstory worth using alongside a product analytics tool or does it end up being redundant once you have solid funnel and event tracking in place?](https://www.g2.com/discussions/is-fullstory-worth-using-alongside-a-product-analytics-tool-or-does-it-end-up-being-redundant-once-you-have-solid-funnel-and-event-tracking-in-place)[Top-rated container security platforms for large enterprises](https://www.g2.com/discussions/what-are-the-top-rated-container-security-platforms-for-large-enterprises) [Top AP and spend analysis tools for finance teams](https://www.g2.com/discussions/what-are-the-top-ap-and-spend-analysis-tools-for-finance-teams)[What survey builders can product teams actually set up themselves without needing design or engineering help?](https://www.g2.com/discussions/what-survey-builders-can-product-teams-actually-set-up-themselves-without-needing-design-or-engineering-help)[Pros and Cons Details](https://www.g2.com/products/lively-hsa/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)