BP
CISO
Financial Services
Small-Business (50 or fewer emp.)
"Efficient HSA Management with Great Features"
4.5/5
What do you like best about Lively HSA?

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 do you dislike about Lively HSA?

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.

See what 134 reviewers think of Lively HSA

4.7 out of 5 · Verified reviews from real users

Read all reviews