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Compare Betterment at Work and Guideline

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At a Glance
Betterment at Work
Betterment at Work
Star Rating
(341)4.2 out of 5
Market Segments
Small-Business (74.8% of reviews)
Information
Entry-Level Pricing
$100.00 100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Browse all 3 pricing plans
Guideline
Guideline
Star Rating
(1,027)4.5 out of 5
Market Segments
Small-Business (89.7% of reviews)
Information
Entry-Level Pricing
$39.00 39 per month + $4/mo per active participant Per Month
Browse all 3 pricing plans
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Reviews say that Guideline excels in ease of use with a score of 9.3, making it a favorite among small businesses. Users report that the intuitive interface and straightforward navigation significantly reduce the learning curve compared to Betterment at Work, which scored 8.7.
  • Users on G2 mention that Guideline's quality of support is superior, scoring 8.6, with many reviewers highlighting the responsiveness and helpfulness of the support team. In contrast, Betterment at Work received a lower score of 7.4, with some users expressing frustration over delayed responses.
  • Reviewers mention that Guideline's ease of setup is a standout feature, scoring 9.2, which users appreciate for its quick onboarding process. Betterment at Work, however, scored 8.2, with some users noting that the setup can be more complex and time-consuming.
  • Users report that Guideline has been a good partner in doing business, with a score of 9.1, reflecting strong customer satisfaction. In comparison, Betterment at Work's score of 8.2 indicates that while it performs well, there are areas for improvement in customer relations.
  • G2 users highlight that Guideline's investment options are robust, scoring 8.8, with many praising the variety and flexibility offered. Betterment at Work, with a score of 8.2, is seen as having fewer investment choices, which some users find limiting.
  • Users say that Guideline's reporting features are highly effective, scoring 8.9, with reviewers appreciating the detailed insights and analytics provided. Betterment at Work, scoring 8.1, is noted for having less comprehensive reporting capabilities, which some users find lacking for their needs.
Featured Products
Pricing
Entry-Level Pricing
Betterment at Work
Essential
$100.00
100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
Browse all 3 pricing plans
Guideline
Starter
$39.00
39 per month + $4/mo per active participant Per Month
Browse all 3 pricing plans
Free Trial
Betterment at Work
No trial information available
Guideline
No trial information available
Ratings
Meets Requirements
8.7
324
9.2
874
Ease of Use
8.8
335
9.3
896
Ease of Setup
8.3
296
9.2
829
Ease of Admin
8.5
297
9.3
835
Quality of Support
7.5
313
8.6
779
Has the product been a good partner in doing business?
8.3
293
9.1
826
Product Direction (% positive)
8.1
324
8.5
854
Features by Category
9.2
20
Not enough data
Platform Content
8.6
20
Not enough data
8.8
20
Not enough data
8.5
20
Not enough data
Platform Basics
8.7
20
Not enough data
9.2
19
Not enough data
8.6
20
Not enough data
9.0
20
Not enough data
Platform Additional Functionality
8.4
20
Not enough data
9.3
20
Not enough data
7.4
19
Not enough data
8.6
19
Not enough data
Platform Data
8.5
19
Not enough data
8.8
20
Not enough data
Feature Not Available
Not enough data
8.5
19
Not enough data
Investment Portfolio ManagementHide 14 FeaturesShow 14 Features
8.3
30
Not enough data
Functionality
7.9
30
Not enough data
8.2
30
Not enough data
9.5
29
Not enough data
8.5
29
Not enough data
9.2
29
Not enough data
Feature Not Available
Not enough data
8.1
24
Not enough data
Integration
8.5
29
Not enough data
8.5
28
Not enough data
Feature Not Available
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Onboarding
7.7
306
8.8
750
8.7
305
9.1
758
Dashboard
8.7
301
9.1
740
8.2
299
8.8
732
8.5
296
9.0
726
Compliance
8.7
293
9.2
691
8.5
291
9.1
703
Administration
8.4
295
9.0
712
8.1
294
8.9
716
Generative AI
Feature Not Available
7.1
275
Categories
Categories
Shared Categories
Betterment at Work
Betterment at Work
Guideline
Guideline
Betterment at Work and Guideline are categorized as 401(k)
Unique Categories
Betterment at Work
Betterment at Work is categorized as Investment Portfolio Management and Financial Wellness
Guideline
Guideline has no unique categories
Reviews
Reviewers' Company Size
Betterment at Work
Betterment at Work
Small-Business(50 or fewer emp.)
74.8%
Mid-Market(51-1000 emp.)
24.0%
Enterprise(> 1000 emp.)
1.2%
Guideline
Guideline
Small-Business(50 or fewer emp.)
89.7%
Mid-Market(51-1000 emp.)
10.3%
Enterprise(> 1000 emp.)
0%
Reviewers' Industry
Betterment at Work
Betterment at Work
Computer Software
10.3%
Financial Services
7.0%
Information Technology and Services
6.7%
Hospital & Health Care
6.5%
Marketing and Advertising
5.3%
Other
64.2%
Guideline
Guideline
Computer Software
10.6%
Information Technology and Services
6.2%
Accounting
5.8%
Marketing and Advertising
5.2%
Non-Profit Organization Management
4.2%
Other
68.1%
Most Helpful Reviews
Betterment at Work
Betterment at Work
Most Helpful Favorable Review
Shawna C.
SC
Shawna C.
Verified User in Non-Profit Organization Management

The self-service portal makes plan management easy. It's convenient, low-cost, and hands-off after implementation. The portal provides automatic notices when reports are due and guides you through everything. The investments do well and they offer a...

Most Helpful Critical Review
Gabby M.
GM
Gabby M.
Verified User in Computer Software

We have had SO many issues using Betterment. Its a hassle to switch 401K providers, so now we feel stuck. Overall, the platform dashboard as a company admin is minimal and often confusing. Betterment "integrates" with our HRIS, Gusto, however the...

Guideline
Guideline
Most Helpful Favorable Review
Verified User
G
Verified User in Financial Services

I really like the breakdown for each pay period stating which money came from my paycheck and which money came from the employer. Also, the statements tab is very useful. I imagine having Guideline will make it very easy come tax time in 2020 -- very glad...

Most Helpful Critical Review
Grant R.
GR
Grant R.
Verified User in Computer Software

The product is broken and the company is unethical in it's charging processes. I have money tied up in there that I can't get out and they won't help me. It's really bad. This company is a scam. Terrible support that doesn't know their own product and...

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Betterment at Work
Betterment at Work Alternatives
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Guideline
Guideline Alternatives
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Discussions
Betterment at Work
Betterment at Work Discussions
Monty the Mongoose crying
Betterment at Work has no discussions with answers
Guideline
Guideline Discussions
Would you possibly make monthly statements available as a feature?
1 comment
Paddy K.
PK
Certainly! Please provide the text in the Unknown Language that you would like me to translate into English.Read more
Can I use this for myself as the owner?
1 comment
BR
Yes, you can use this as the owner and reap the benefits of whatever company match you decide to offer.Read more
What is Guideline used for?
1 comment
Andrea M.
AM
Retirement saving accountsRead more