--- title: Betterment at Work Reviews meta_title: 'Betterment at Work Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 709 reviews by the users' company size, role or industry to find out how Betterment at Work works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 709 scale: '5' date_modified: '2026-07-28' parent_category: name: HR url: https://www.g2.com/categories/hr --- # Betterment at Work Reviews **Vendor:** Betterment **Category:** [401(k) Software](https://www.g2.com/categories/401-k) **Average Rating:** 4.3/5.0 **Total Reviews:** 709 ## About Betterment at Work Your business is built to grow—and so is our 401(k) plan. It's easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $25+ Billion in retirement AUM (as of May 10, 2026), we're a partner your business can rely on. Discover a better way to 401(k) today. Leader on G2 as of 12/12/25 for Sept-Dec '25 for 401(k) category. See more: https://www.betterment.com/award-disclosures On behalf of Betterment, G2 solicited reviews from clients in exchange for nominal compensation (i.e., $50 gift cards). Betterment reimburses G2 for this expense. Receiving an incentive to provide a review may make a customer more likely to portray Betterment favorably. Reviews may not be representative. ## Betterment at Work Pros & Cons **What users like:** - Users appreciate the **ease of use** of Betterment at Work, highlighting its intuitive dashboard and smooth implementation. (251 reviews) - Users value the **quick and responsive customer support** from Betterment at Work, enhancing their overall experience. (142 reviews) - Users appreciate the **user-friendly design** of Betterment at Work, making navigation and implementation smooth and efficient. (116 reviews) - Users commend the **easy setup** of Betterment at Work, enjoy a streamlined process with excellent support and guidance. (110 reviews) - Users highlight the **user-friendly interface** of Betterment at Work, facilitating easy navigation and efficient financial management. (110 reviews) - Payroll Integration (108 reviews) - Employee Satisfaction (102 reviews) - Easy Setup (93 reviews) - Easy Integrations (91 reviews) - Automation (89 reviews) **What users dislike:** - Users experience **poor customer support** , facing slow response times and limited assistance for complex issues. (106 reviews) - Users note a **lack of customization** in reporting and client options, limiting effectiveness for diverse company needs. (66 reviews) - Users are frustrated by the **limited investment options** , wishing for greater customization and better navigation tools. (48 reviews) - Users note that the **reporting tools lack customization** , which limits their ability to tailor finance and payroll needs. (42 reviews) - Users experience **payroll integration issues** , requiring tedious manual entry and corrections despite helpful support. (38 reviews) - Users express frustration over the **lack of phone support** , preferring direct communication for urgent inquiries. (35 reviews) - Limited Options (35 reviews) - Users struggle with **integration issues** as Betterment at Work lacks compatibility with their existing payroll vendors. (32 reviews) - Manual Labor (29 reviews) - Manual Processes (28 reviews) ## Betterment at Work Reviews ### 1. Easy to Work With and Fast, Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Diane H. | Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about Betterment at Work?** Betterment has been easy to work with and if i ever need help they are very quick to respond and clear up my issue **What do you dislike about Betterment at Work?** There is nothing i do not like about betterment **What problems is Betterment at Work solving and how is that benefiting you?** They solved the retirement problem ### 2. Customer Support Needs Major Improvement **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about Betterment at Work?** The interface is nice and easy to use and it integrates with our payroll provider Gusto. **What do you dislike about Betterment at Work?** I chose Betterment at Work expecting professional service, but the customer support has been consistently disappointing. Response times are slow, simple questions require multiple follow-ups, and getting a clear answer is often difficult. Even more frustrating, several interactions felt dismissive or outright rude rather than helpful. A 401(k) provider should offer responsive, knowledgeable support, especially when employers are trusting them with employees' retirement plans. Unfortunately, that has not been our experience. I would recommend looking at other providers before choosing Betterment at Work. **What problems is Betterment at Work solving and how is that benefiting you?** Providing a simple 401K with good investment options ### 3. Effortless 401k Management with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa F. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** I use Betterment at Work for my 401k, and it has helped me relieve financial stress by helping me build portfolios, manage debt, and save for college. I really like its seamless payroll integration, the high yield cash accounts, and the automated investment advice. The initial setup was super easy and quick. **What do you dislike about Betterment at Work?** N/a **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work helps me relieve financial stress by aiding in building portfolios, debt management, and college savings. ### 4. Betterment at Work Makes Employee Decision-Making Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** Betterment at Work is user friendly, easy to navigate, and makes decision making easy for our employees. **What do you dislike about Betterment at Work?** There are some attributes I would like to see displayed in the dashboard that I have to go into an employee's profile to view, like if they have claimed their account. We also have to pay a paper fee for some employees. **What problems is Betterment at Work solving and how is that benefiting you?** We needed to switch 401(k) platforms since our last one was acquired. ### 5. Easy Daily 401(k) Tracking That Keeps Me Motivated to Save **Rating:** 5.0/5.0 stars **Reviewed by:** Tess B. | HR and Brand Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Betterment at Work?** I have the Betterment app and I appreciate being able to track the growth of my 401K easily by checking it daily. It motivates me to save. **What do you dislike about Betterment at Work?** I haven't had many issues but questions I've had seemed to be answered by chat bots instead of humans. **What problems is Betterment at Work solving and how is that benefiting you?** manages our small company's 401k with ease. when we had an issue recently it was simple to resolve. ### 6. Seamless Payroll Integration with Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** I really appreciate how Betterment at Work integrates seamlessly with Rippling, which makes payroll effortless by automatically deducting and allowing us to do company matching. It's been working great for us. We looked into several different companies that could provide 401(k) services, and Betterment at Work came out on top. Everyone at Betterment was readily available to break down the process of what it would be like, providing great support. **What do you dislike about Betterment at Work?** I have not found anything that I do not like **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work integrates seamlessly with Rippling, automating payroll deductions and enabling company matching without extra effort. It's been working great for us and stood out among other options for 401(k). ### 7. Seamless Payroll Integration and Holistic Financial Wellness **Rating:** 4.5/5.0 stars **Reviewed by:** Rae S. | HR Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Betterment at Work?** Betterment at Work has surpassed my expectations. I was searching for a platform that provided fair value to both the company and its employees, and this solution delivers on that. I especially value how smoothly it integrates with our payroll system, making administrative management for HR both minimal and highly efficient. Our employees also really like the user interface, which makes it easy to set personalized financial goals. Its comprehensive approach extends beyond the standard 401(k) plan, offering a more complete sense of financial well-being. **What do you dislike about Betterment at Work?** Although the digital support is efficient, reaching a human advisor by phone can be unreliable during times of high demand. In particularly busy periods, the wait time may even surpass the length of the participant session, which negatively affects the overall participant experience. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work is a cutting-edge financial wellness platform that has become essential for RR.S.S. The cost-benefit ratio is outstanding, making it a valuable investment. It helps reduce fiduciary complexity while providing an excellent user experience that encourages engagement. This platform is a strong asset for both retaining and attracting talent, and it has greatly enhanced how our benefits package is perceived. ### 8. Easy to Work With and Always Available Support **Rating:** 5.0/5.0 stars **Reviewed by:** Diane H. | Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2026 **What do you like best about Betterment at Work?** They are so easy to work with and always available to answer questions. **What do you dislike about Betterment at Work?** There is nothing that I do not like about Betterment **What problems is Betterment at Work solving and how is that benefiting you?** giving our employees retirement for the future ### 9. Clear, Uncluttered Retirement Tracking with Instant Contribution Changes **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2026 **What do you like best about Betterment at Work?** 401-k and management of retirement in general can be confusing, what I like most about Betterment is the easy understanding of my online account. It is not cluttered and full of overwhelming information. It is clear, easy to maneuver, and numbers are reported in a way that is easy to understand. In addition, I really like that it is easy to log in and change my contribution amount at anytime and that change is instant! Lastly, the fact it is integrated with my payroll system makes life easy and money goes where it needs to each payroll. **What do you dislike about Betterment at Work?** I could use more support on meeting compliance requests. I suppose I could reach out to the support center more frequently to help my understanding. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at work saves me time, I set up my account and customize my retirement plan and everything is taken care of each time payroll processes. Set it and forget it! ### 10. Seamless 401k Management with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Cam W. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** I use Betterment at Work for 401K, and I like that it provides easy 401k distribution and user access. It's easy to access and utilize, which makes it convenient for me. The payroll function is valuable for uploading payroll, and the initial setup was super easy. I appreciate the seamless experience Betterment at Work provides. **What do you dislike about Betterment at Work?** I do not dislike anything. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work makes 401k distribution easy and provides user-friendly access. ### 11. Betterment Is Easy to Use and Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Viviana V. | SR HR Generalist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2026 **What do you like best about Betterment at Work?** It has been very easy to use and manager. **What do you dislike about Betterment at Work?** As of now I have not find anything that I completely dislike about Betterment. **What problems is Betterment at Work solving and how is that benefiting you?** It has been very user friendly with our employees ### 12. Quick, Easy 401(k) and Investment Tracking with Betterment **Rating:** 4.5/5.0 stars **Reviewed by:** Katherine G. | Housing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Betterment at Work?** Betterment allows me to track my 401K and investments quickly and easily. **What do you dislike about Betterment at Work?** I haven't found anything that I dislike about it yet. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment makes access to my retirement investing quick and easy. ### 13. Easy to Use for Both Employers and Employees **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2026 **What do you like best about Betterment at Work?** Easy to use from both the employer and employee sides. **What do you dislike about Betterment at Work?** I don't dislike anything; I wish our employees would take better advantage of the resources they have. **What problems is Betterment at Work solving and how is that benefiting you?** Recently, we failed our first ADP testing for high/low wages. They were great at giving us resolutions to solve this issue and plan for the rest of the year to help our lower-paid employees find ways to contribute to there reitrment plan. ### 14. Regular Account Updates and Great Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer V. | HR Generalist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2026 **What do you like best about Betterment at Work?** The regular communication regarding the status of my account **What do you dislike about Betterment at Work?** I havent experienced any downsides just yet **What problems is Betterment at Work solving and how is that benefiting you?** It helps me plan for my future in a thoughtful, reasonable way. ### 15. Nice Interface for Employers and Employees, QBO Integration Could be Better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Betterment at Work?** Onboarding was fairly easy. The interface from the employer and employee sides are nice. **What do you dislike about Betterment at Work?** There is not a customer service phone number for the employer. They do not offer mutual funds. They do not show the employer match on employee paystubs with the QBO integration, which is a big problem for accounting and requires manual entry to overcome. **What problems is Betterment at Work solving and how is that benefiting you?** It reduces most manual entry for retirement funding in payroll. ### 16. Great App **Rating:** 5.0/5.0 stars **Reviewed by:** Evan C. | General Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Great way to plan for retirement, save money, and invest **What do you dislike about Betterment at Work?** There is nothing that I dislike about betterment **What problems is Betterment at Work solving and how is that benefiting you?** We do not have any issues that Betterment needs to solve ### 17. Easy to Manage, Thorough Customer Support Experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2026 **What do you like best about Betterment at Work?** Betterment is easy to manage and easy to get information from. While customer success is largely through tickets, its one of the more throughout experiences with Customer Support I have ever had. **What do you dislike about Betterment at Work?** The chat is more or less useless, I don't think it has ever helped me. **What problems is Betterment at Work solving and how is that benefiting you?** Its providing us with a 401k and presents us with all the options. ### 18. Centralized, Simple Management Backed by Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Kirsty H. | Finance Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2026 **What do you like best about Betterment at Work?** centralized simple management, good support **What do you dislike about Betterment at Work?** i haven't found a downside yet - lots of email reminders on the same items I guess **What problems is Betterment at Work solving and how is that benefiting you?** 401k management ### 19. Automated 401(k) Contributions and Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2026 **What do you like best about Betterment at Work?** The 401k contributions are automated with our payroll provider Rippling. When issues come up, the support team is very responsive and helps me to find a solution. **What do you dislike about Betterment at Work?** We recently had an integration issue that required me to seek support and manually fix the problem. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment provides many educational resources for our employees which mostly takes that task off my plate. ### 20. Easy to Navigate with Responsive, Clear Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** The website is easy to navigate for users and admins. The support team is responsive and give clear, concise help when needed. **What do you dislike about Betterment at Work?** Setting up the integration with our payroll system was clunky and seemed to take longer than it should have. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment has provided an overall better platform and experience than our previous 401k provider at a lower overall cost. ### 21. Helpful Chatbot and Responsive Team Follow-Up **Rating:** 4.0/5.0 stars **Reviewed by:** Ana R. | HR Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Betterment at Work?** Utilizing the chatbot and the follow up from team members. **What do you dislike about Betterment at Work?** I wish the platform was more transparent. **What problems is Betterment at Work solving and how is that benefiting you?** Questions that employees might have. ### 22. Reliable platform for structured retirement benefits **Rating:** 4.0/5.0 stars **Reviewed by:** Violette S. | Employee experience manager, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2026 **What do you like best about Betterment at Work?** Betterment at Work is unique in that the responsibility of retirement planning has been positively changed. I use it frequently, particularly when I am training new employees. The payroll integration is very reliable and it was implemented with ease than expected. The features are what I like most since they guide the employees without my involvement. Such transformation in itself has minimized interruptions and made my workday more committed and foreseeable. **What do you dislike about Betterment at Work?** Betterment at Work does not suit very customized benefits structure, as far as business is concerned. The said restriction has introduced additional processes in my workflow particularly when making payroll amendments. The platform is used on a regular basis, and therefore minor inefficiencies are noticeable. There are certain features that seem to be reserved by pricing levels and this restricts the flexibility of small teams. It has not prevented us, but has brought about workarounds. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work is a way to deal with the issue of administering retirement benefits without the need to strain the administrative type. It is useful to my business in that it saves time and mistakes are minimized. Employees are more involved, and hence I have fewer follow ups. I make regular use of it, and the payroll integration helps to maintain everything on track. The process of onboarding and the continued benefits is better, and it makes daily HR work less stressful and less demanding. ### 23. Effortless 401K Management with User-Friendly Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Betterment at Work?** I find Betterment at Work super easy to use for managing 401K tasks with little effort. The platform is very user-friendly, which makes managing everyone's 401K a breeze. I also appreciate that the loan process, when people want to borrow from their accounts, is easy to navigate. The initial setup was super easy as well. Honestly, everything is great, and I'm super happy with it. **What do you dislike about Betterment at Work?** NA **What problems is Betterment at Work solving and how is that benefiting you?** I can manage everyone's 401K with ease and little effort. It's super easy to manage tasks, and the platform is user-friendly. The loan process for borrowing from accounts is easy to navigate. ### 24. User-Friendly and Easy to Navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Carolyn W. | Director of Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** User friendly, easy to navigate and understand. **What do you dislike about Betterment at Work?** I wish it integrated with QuickBooks Online **What problems is Betterment at Work solving and how is that benefiting you?** It provides a 401k benefit for my small business employees. ### 25. Simple, Easy Access That Makes HR Work Better **Rating:** 5.0/5.0 stars **Reviewed by:** Tawnya B. | HR Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** The ease of access and simplicity just makes my life as an HR professional so much better **What do you dislike about Betterment at Work?** I haven't had any issues. If I have questions, they are there to support. **What problems is Betterment at Work solving and how is that benefiting you?** Holding our investments, making distributions simple and easy, and a great visual view of how your investments are performing and easily able to edit to get the maximum best return. ### 26. Smooth, Reliable Payroll Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Betterment at Work?** The integrations with our payroll system are smooth and work reliably. **What do you dislike about Betterment at Work?** It isn’t very flexible when it comes to generating reports, and that can make it difficult to produce the exact output I’m looking for. **What problems is Betterment at Work solving and how is that benefiting you?** We're looking to improve employee financial wellness, simplify retirement benefits administration, increase employee engagement, and strengthen our overall benefits package to attract and retain talent. ### 27. User-Friendly with Seamless Payroll Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Cassidy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** I like how user-friendly Betterment at Work is. Running payroll is very simple and straightforward, and it's very nice how it integrates with other systems. **What do you dislike about Betterment at Work?** I wish that we could chat with a live agent. **What problems is Betterment at Work solving and how is that benefiting you?** I use Betterment at Work to centralize all our benefits and simplify payroll. It integrates nicely with other systems, making everything straightforward. ### 28. Step-by-Step Guidance Made Switching to Betterment at Work a Breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** They walk you through everything step by step. transitioning to them was the best decision. **What do you dislike about Betterment at Work?** There really are no downsides to going with Betterment at Work. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work helps our small business with our 401K by running it for us from A to Z. It frees up our department to do our daily business action items. ### 29. I am a Head Bookkeper and Payroll controller **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about Betterment at Work?** Betterment is an easy-to-use system for understanding and navigation **What do you dislike about Betterment at Work?** It would be helpful if I could download the reports as Excel files **What problems is Betterment at Work solving and how is that benefiting you?** Betterment helps our employees plan for retirement by making it easier to understand their options and take action. This reduces their financial stress and gives them more confidence about the future, which supports overall well-being and productivity ### 30. Retirement planning made finally simple **Rating:** 4.5/5.0 stars **Reviewed by:** Natalia B. | HR Benefits Manager, Health, Wellness and Fitness, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2026 **What do you like best about Betterment at Work?** The feature of Betterment at Work that I like the most is the ease with which it manages retirement accounts. It integrates well with our payroll system, and this ensures that the contributions are correct. I often scrutinize plan performance and communicate with the employees. The learning materials and investment options in the platform have saved me much time and have simplified the process of assisting colleagues in the plans to enable them plan their futures without getting lost. **What do you dislike about Betterment at Work?** A disadvantage is that there are certain reporting capabilities that are restricted. The platform has also forced me to spend additional time pulling data to make management reports since not all the breakdowns required by me are always available on the platform. It causes some processes to slow down and sometimes minor frustration with reconcilment of the payroll contribution and plan activity. Nevertheless it is still manageable, except that they should report better. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work is useful in assisting the employee in retirement planning. It simplifies the process of tracking the participation, demonstrating the performance of plans, and supplying learning materials. This makes everyone engaged and up to date, eliminates unnecessary questions and I am able to direct my time to other HR programs rather than being on top of retirement matters. ### 31. Smooth, Reliable 401k Services with Responsive Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** It’s been a great vendor for 401k services for our company. Their customer support has been helpful and responsive whenever we’ve needed assistance, and overall the experience has been smooth and reliable. **What do you dislike about Betterment at Work?** I don’t love that we don’t have a dedicated CSM for our company. **What problems is Betterment at Work solving and how is that benefiting you?** There’s no particular problem they’re solving for us; they’re simply a solid 401k provider. ### 32. Easy to navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Richard G. | VP Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Betterment at Work?** Very easy to navigate, great support team **What do you dislike about Betterment at Work?** Sometimes it takes 24 hours for a response **What problems is Betterment at Work solving and how is that benefiting you?** Easy to use, very user friendly ### 33. User-Friendly Interface and Knowledgeable Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Performing Arts | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2026 **What do you like best about Betterment at Work?** Betterment's interface is very user friendly and they were very knowledgable to help us navigate setting up a retirement plan that would work best for our specific needs. **What do you dislike about Betterment at Work?** There were some hiccups in initial integration but Betterment was helpful in resolving the issue. **What problems is Betterment at Work solving and how is that benefiting you?** Now that our 401k is set up, it's essentially running itself and easy to maintain. ### 34. Diversified Portfolios and Easy Platform, but Reporting Still Feels Manual **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** More diversified portfolios, easy to transition and use the platform **What do you dislike about Betterment at Work?** Manual updates like for Education plans and SAR forms. To do the SAR distribution, I need to pull two separate reports. I feel like Betterment should provide one report for us to make it easier. **What problems is Betterment at Work solving and how is that benefiting you?** Better customer service than Slavik, but still incomplete direction/details from support team ### 35. Solid Product and Pre-Sales Support, but Post-Purchase Help Falls Short **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2026 **What do you like best about Betterment at Work?** The pre-sales support, and actual product are generally solid. **What do you dislike about Betterment at Work?** After purchase support has been really rough. The website is shiny, but doesn't seem to be useful for much of anything. Getting ahold of a person to help has been a disaster in the past. **What problems is Betterment at Work solving and how is that benefiting you?** Providing a retirement plan for my employees. ### 36. Low-Cost, Straightforward Website That Keeps Things Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** The cost is low and the website is pretty basic, so it doesn’t raise many questions in our office. **What do you dislike about Betterment at Work?** Setting up my own investment plan is difficult to navigate, and the process feels confusing. **What problems is Betterment at Work solving and how is that benefiting you?** It provides a 401k platform that is low cost allowing more money to be matched by the company. ### 37. ADP Integration Falls Short: Frequent Login Issues and No Real Sync **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2026 **What do you like best about Betterment at Work?** I like the integrations with ADP, but I preferred Justworks where it was all together. **What do you dislike about Betterment at Work?** I can never log into it, and it's not actually linked to ADP where a change in one creates a change on the other side. **What problems is Betterment at Work solving and how is that benefiting you?** None, it causes problems. I'd rather use something else. ### 38. Simplifies Building Your 401(k) with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Logan R. | Housing Consultant (sales), Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Betterment at Work?** They simplify the process of building your 401k Yes every dollar Yes every dollar **What do you dislike about Betterment at Work?** I havent ran into any issues yet. Ive only been a member for a month so far and everything has been great **What problems is Betterment at Work solving and how is that benefiting you?** They are providing me with the stress free approach of having to worry about lfe after retirement ### 39. Seamless Payroll Integrations, But Support Guidance Was Hard to Find **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** It's seamless running payroll and having the integration items reflected immediately after. **What do you dislike about Betterment at Work?** We didn't have a dedicated person until an issue arose and we didn't know how to find out where to go for guidance. It took multiple emails before we knew what to look or ask for. **What problems is Betterment at Work solving and how is that benefiting you?** Seeing everything in one place helps. ### 40. 2026 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** the website is easy to use, the annual reminders with instructions are typically spot on. if i have questions, my rep is quick to respond **What do you dislike about Betterment at Work?** the fees that are charged to the participants **What problems is Betterment at Work solving and how is that benefiting you?** as an ops manager, it's nice to have resources available to me when my employees have questions ### 41. Easy to Use with Straightforward Login **Rating:** 4.0/5.0 stars **Reviewed by:** Taimoor K. | Data & Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** I feel it has been easy to use, and logging in to the things I need is pretty straightforward. **What do you dislike about Betterment at Work?** To be completely honest, I haven’t found anything discouraging about the platform so far. **What problems is Betterment at Work solving and how is that benefiting you?** It has helped us set up and utilize our company's 401k and that has been really helpful ### 42. Responsive Support and Easy Updates When You Need Them **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** I really appreciate how responsive the support team is, and how easy it is to make changes when needed. **What do you dislike about Betterment at Work?** Limited Investment Options (it might be great if Bettement offers more choices for stocks/funds). **What problems is Betterment at Work solving and how is that benefiting you?** Seamless integration with Gusto was really helpful for me, specifically as I handle payroll. It saves a lot of time. ### 43. User-Friendly 401(k) Experience for Everyone **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** User friendly for employees who are not as informed w/ investments and 401k **What do you dislike about Betterment at Work?** onboarding was challenging, but it wasn't necessarily Betterment's fault - was primarily our PEO but Betterment could have done a bit better following up **What problems is Betterment at Work solving and how is that benefiting you?** Betterment has been very user friendly for our people team to manage ### 44. Exceptionally Easy to Use, with Clear and Detailed Guidance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Alternative Medicine | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2026 **What do you like best about Betterment at Work?** I like how easy the platform is to use. Everything is explained in detail, but still in a way that’s easy to understand and not overly complicated. **What do you dislike about Betterment at Work?** I dont have any dislikes about betterment! **What problems is Betterment at Work solving and how is that benefiting you?** Solving complex explanations to employees about how 401k works and how it can benefit each of them ### 45. Great company to deal with our 401(K) **Rating:** 4.5/5.0 stars **Reviewed by:** George S. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2025 **What do you like best about Betterment at Work?** We’ve been really pleased with our experience using Betterment as our 401(k) provider. The platform integrates seamlessly with our payroll provider, which makes contributions and employee management effortless. The online portal is intuitive and easy to navigate, for both administrators and employees, which saves us time and reduces errors. Betterment’s customer support has been responsive and helpful whenever we’ve had questions, and the overall setup process was straightforward. The platform provides clear visibility into plan performance and employee participation, and the educational tools available to staff are a great added value. Overall, we’ve found Betterment to be a reliable, efficient, and user-friendly 401(k) solution that fits perfectly with our company’s needs. **What do you dislike about Betterment at Work?** Nothing negative to say about Betterment **What problems is Betterment at Work solving and how is that benefiting you?** Betterment at Work makes managing our 401(k) so much easier. It syncs perfectly with our payroll, so contributions happen automatically without any extra admin. The portal is simple for employees to use, and it’s helped more of our team get involved in saving for retirement. It’s been a big time-saver and really smooth to manage overall. ### 46. Worry-Free Investing That Keeps My Money Growing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** who has my money invested and growing and I don't need to be worry about that **What do you dislike about Betterment at Work?** that I cannot withdraw my money without penalties if I change my mind about keeping my funds invested **What problems is Betterment at Work solving and how is that benefiting you?** They take charge of finding the best options for holding my funds. ### 47. Very User-Friendly with Great Setup Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** Betterment's interface is very user-friendly, and the company is approachable for support. **What do you dislike about Betterment at Work?** I haven't come across a situation that was not quickly resolved. **What problems is Betterment at Work solving and how is that benefiting you?** The need to offer a retirement plan, based on state mandate. It keeps us compliant with the laws of our state. ### 48. Great platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** Very intuitive of a platform. Customer team is also helpful **What do you dislike about Betterment at Work?** I wish I had more insights on how to help encourage / teach the team for financial literacy classes **What problems is Betterment at Work solving and how is that benefiting you?** They are very helpful to ensure we are compliant while giving easy steps to follow ### 49. Seamless 401(k) Integration, Minor Syncing Hiccups **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Betterment at Work?** I use Betterment at Work as a 401(k) provider, and I find the integration with our payroll provider and managing 401(k) administration seamless, which makes everything feel hands-off. The initial setup was very easy and straightforward, which I really appreciated. **What do you dislike about Betterment at Work?** We had some trouble with a couple of pay periods with the syncing of the data. **What problems is Betterment at Work solving and how is that benefiting you?** I use Betterment at Work for its integration with our payroll provider and 401(k) administration. It's seamless and hands-off, making the process smooth and straightforward. ### 50. Betterment at Work smoothed our benefit reporting, freeing HR for higher impact initiatives **Rating:** 4.0/5.0 stars **Reviewed by:** Rita H. | Manager, employee financial benefits, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Betterment at Work?** The flexibility of the employees to increase or decrease their percentages of contributions whenever they wish to, without the need to go through human resource. This Air Flex has a great deal to do with it. Such an interactive outlook as a simple what-if scenario builder helps staff members visualise the effects of moderate changes in contributions on their long term scenario, which is again more interactive than a standard projected outlook. The quarterly insights reports that we provide to employees have proven to be surprisingly useful in drawing attention to forgotten benefits specifically related to tax, something that most employees do seem to find useful. **What do you dislike about Betterment at Work?** In the administrative dashboard, there is poor filtering with which to segment the engagement data according to department and tenure of the employee. It becomes difficult to recognise particular support requirements. We would also like the ability to stream specific financial wellness messages to specific groups of employees directly in the platform. Impersonal messages come out poorly The lack of an HR internal messaging system so that HR can influence the employee to do something like review annual statements involves introducing email campaigns. **What problems is Betterment at Work solving and how is that benefiting you?** It was so overwhelming to think that one day they had to save long term, many of our junior staff had student loans and they were not able to picture a long term savings scenario. They did not have a clear and easy to digest and understand starting point which is more than just retirement. Betterment at Work made saving procedural, categorizing payment into smaller more controllable units such as humanitarian funds or travel in the future. This brought the term wealth building to a more practical, less-scary place. Within a short period of time since going live, we have observed that there is a marked increase in the engagement captured of these different savings objectives, indicative of a mind-set change of moving away to a state of financial paralysis to proactive planning amongst our younger workforce. - [View Betterment at Work pricing details and edition comparison](https://www.g2.com/products/betterment-at-work/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-28+05%3A32%3A53+-0500&secure%5Bsession_id%5D=f3319483-5f24-4f1e-bc38-3ce7d7b40313&secure%5Btoken%5D=6401349e7b5d1c5029bef7efedf1220547a305a8b3c890c935bf761f01f07415&format=llm_user) ## Betterment at Work Integrations - [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews) - [Apex](https://www.g2.com/products/apex-scoring-system-apex/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [Bob](https://www.g2.com/products/buildonme-llc-bob/reviews) - [Dayforce Powerpay](https://www.g2.com/products/dayforce-powerpay/reviews) - [Deel Payroll](https://www.g2.com/products/deel-payroll/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Gusto](https://www.g2.com/products/gusto/reviews) - [HR Plus](https://www.g2.com/products/trinet-hr-plus/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [isolved](https://www.g2.com/products/isolved/reviews) - [Justworks](https://www.g2.com/products/justworks/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Namely](https://www.g2.com/products/namely/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [OnPay](https://www.g2.com/products/onpay/reviews) - [Orion](https://www.g2.com/products/orion-labs-orion/reviews) - [Paragon](https://www.g2.com/products/paragon-payroll-paragon/reviews) - [Paychex](https://www.g2.com/products/paychex/reviews) - [Paycom](https://www.g2.com/products/paycom/reviews) - [Paycor](https://www.g2.com/products/paycor/reviews) - [Paylocity](https://www.g2.com/products/paylocity/reviews) - [PayPro Global](https://www.g2.com/products/payproglobal/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Rippling](https://www.g2.com/products/rippling/reviews) - [RUN Powered by ADP](https://www.g2.com/products/run-powered-by-adp/reviews) - [Sequoia One](https://www.g2.com/products/sequoia-sequoia-one/reviews) - [Timetrak Time and Attendance](https://www.g2.com/products/timetrak-time-and-attendance/reviews) - [TriNet](https://www.g2.com/products/trinet/reviews) - [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) - [UKG Ready](https://www.g2.com/products/ukg-ready/reviews) - [Vista](https://www.g2.com/products/trimble-vista/reviews) - [Workday](https://www.g2.com/products/workday-workday/reviews) - [Workday Benefits](https://www.g2.com/products/workday-benefits/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Betterment at Work Features **Platform Content** - Education Tools - Mobile Tools - Content Library **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Customizable Reporting **Onboarding** - Administrators - Employees **Platform Basics** - Program Management - Secure - Interoperability - Performance **Integration** - Data aggregation - Accounting Integration **Dashboard** - Balances - Investments - Personal Information **Platform Additional Functionality** - Services - Employee Portal - Gamification - Education **Compliance** - IRS - Tax Benefits **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform Data** - Dashboard & Reporting - Visualization - Alerts and Notifications **Administration** - Monitoring - Reporting ## Top Betterment at Work Alternatives - [Human Interest](https://www.g2.com/products/human-interest/reviews) - 4.3/5.0 (2,405 reviews) - [Guideline](https://www.g2.com/products/guideline/reviews) - 4.5/5.0 (1,155 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)