Lively

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134 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.7
Serving customers since
2016
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Lively Reviews

Review Filters
Profile Name
Star Rating
119
12
2
0
1
DT
Divyarani T.
Sr. Payroll ExcutiveEnterprise (> 1000 emp.)
09/11/2026
Validated Reviewer
Verified Current User
Review source: Organic

Simple and Convenient HSA Management

What I like best about Lively HSA is how easy it is to use and manage. The platform is intuitive, making it simple to check balances, manage contributions, and upload receipts or submit reimbursements. I also appreciate the responsive customer support and the straightforward setup. Overall, it makes managing HSA benefits much less time-consuming for both employees and administrators.
BP
Benjamin P.
CISOFinancial ServicesSmall-Business (50 or fewer emp.)
09/04/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Efficient HSA Management with Great Features

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.
TL
Timothy L.
Engineer SupportSmall-Business (50 or fewer emp.)
09/01/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Streamlined HSA Management with Room for Reporting Improvement

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.

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HQ Location:
San Francisco, California, United States

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What is Lively?

Lively is the health and lifestyle benefits platform that works the first time, every time. Our solutions are designed to take the guesswork out of managing benefits and drive efficiency for you and your teams. Our innovative platform is grounded by your everyday needs and circumstances. By combining robust features with unparalleled service, we make maximizing your benefits as simple as it should be.Lively currently offers HSA, FSA, HRA, COBRA, Direct Bill, Commuter, Lifestyle Spending Accounts, and Medical Travel Accounts.Go to www.livelyme.com to learn more

Details

Year Founded
2016
Website
livelyme.com