Lively HSA Reviews & Product Details

It is very useful for employee benefits. Review collected by and hosted on G2.com.

We are not able to pull the report in Excel. Review collected by and hosted on G2.com.

I like the self-service employee tax vault feature where employees can view and download all historical tax forms like 1099-SA and 5498-SA instantly without needing HR support. The wellness incentive distribution is also a great feature; it makes it really easy to send wellness contributions or save directly to the employee accounts with just a few clicks, saving us weeks compared to before. Review collected by and hosted on G2.com.

What I don't really like is the employer matching tier setup interface. Configuring complex multi-tier employer matching rules, like matching 50% up to a certain limit, feels a bit clunky inside the admin panel. We needed our onboarding manager to assist us during setup. I think they need to deploy a more minimalist interface so users can easily open a menu or edit the percentage for the matching rules, without waiting for our managers to change it. Review collected by and hosted on G2.com.

I love Lively HSA's direct payroll system integration and automated employee onboarding. The direct payroll integration syncs automatically with our payroll software, updating contribution changes without needing manual file uploads. This automation saves us time by eliminating manual tasks. I also appreciate the simple registration flow for new employees, guiding them through HSA setup and explaining contribution limits clearly, helping to reduce questions from new hires and providing them with comprehensive documentation. Additionally, setting up the employee portal was simple and straightforward. Lively HSA's onboarding manager was helpful through quick video calls, making the overall implementation smooth for our team. Review collected by and hosted on G2.com.

What I dislike is with the custom reporting filters. When our finance team needs to export specific year end contribution report by department the filtering options are a bit rigid so we have to clean up the export Excel files manually. It really takes some chunks of my daily work. And, taking too much time for simple things that should be automated. I think they really need to improve this aspect. Review collected by and hosted on G2.com.

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.

Nothing to note here. So far, everything functions as expected. Review collected by and hosted on G2.com.

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.

I don't know of any yet really. It's been fine for me. Review collected by and hosted on G2.com.

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.

Nothing Review collected by and hosted on G2.com.

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.

Nothing to dislike Review collected by and hosted on G2.com.

Lively customer service. Always friendly, always helpful. Review collected by and hosted on G2.com.

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.

The customer support is fantastic, Jennifer is also willing to help Review collected by and hosted on G2.com.

Not having great reports for HSA as they do for FSA Review collected by and hosted on G2.com.

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.

I have had no real issues with Lively HSA, everything works as advertised Review collected by and hosted on G2.com.