--- title: Betterment at Work Reviews meta_title: 'Betterment at Work Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 645 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: 645 scale: '5' date_modified: '2026-07-21' 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:** 645 ## 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 Set up **Rating:** 5.0/5.0 stars **Reviewed by:** Marlana T. | Director of Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2025 **What do you like best about Betterment at Work?** Implementation was easy and customer service was good. **What do you dislike about Betterment at Work?** I didn't like manually uploading the payroll report every pay period. **What problems is Betterment at Work solving and how is that benefiting you?** Financial wellness ### 2. Nonexistent customer support **Rating:** 1.0/5.0 stars **Reviewed by:** Sophie K. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** The actual website and app is nicely made. **What do you dislike about Betterment at Work?** There is absolutely zero customer support. **What problems is Betterment at Work solving and how is that benefiting you?** Using to administer company 401k plan. ### 3. Straightforward, with lots of choices **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** I find the design extremely easy to navigate, especially the portfolio choices. **What do you dislike about Betterment at Work?** I'd like more ability to customize my portfolio with a few of the preset options. **What problems is Betterment at Work solving and how is that benefiting you?** The key problem Betterment at Work is solving for me is automatically rebalancing and monitoring my portfolio. I feel in good hands, even when I don't check it constantly. ### 4. Visually pleasing, easy to navigate, and takes the administrative burden off my plate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Betterment at Work?** Betterment makes managing our 401k simple. It integrates with our payroll system, is very easy for our employees to understand, and their customer support always responds to us very quickly. **What do you dislike about Betterment at Work?** Reporting can sometimes be a bit cumbersome. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment gives us a compliant and easy to use solution for our 401k ### 5. Easy, almost hands off 401k management **Rating:** 5.0/5.0 stars **Reviewed by:** Dan N. | CEO and Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Betterment at Work?** Integrates with our payroll - barely have to lift a finger. Takes just seconds to adjust contributions and allocations and see where our investments are going. As a small business, we want to offer this benefit but really don't have time to spend on it - betterment is perfect, as other options charge much higher management fees. **What do you dislike about Betterment at Work?** Kind of confusing to manage the roster. It's never made a mistake but there are some old employees still visible. **What problems is Betterment at Work solving and how is that benefiting you?** I want to focus on my business, not figure out how to administer a 401k - I am not an accountant or benefits manager. I just want the 401k to run, and Betterment does. I'm not sure we'd still be offering a 401k if I was still stuck with our previous provider. ### 6. 401k for our employees **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2025 **What do you like best about Betterment at Work?** Was fairly easy to implement, their customer support team gets back to you promptly, and they offer a wide variety of resources - both for administrators and our employees. **What do you dislike about Betterment at Work?** Not Applicable - all features have been great **What problems is Betterment at Work solving and how is that benefiting you?** Giving our employees (and myself) access to 401k investing ### 7. Tech friendly streamlined 401k operation **Rating:** 4.5/5.0 stars **Reviewed by:** Jeffrey S. | Medical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2024 **What do you like best about Betterment at Work?** Minimal 401k fees are the biggest plus. Compliance with federal 5500 forms and compliance testing is also very easy Online custiomer service response has improved dramatically **What do you dislike about Betterment at Work?** There is no personal point of contact for employees regarding investment options or 401k features or benefits. I cannot speak to the ease of using advanced 401k featuers like borrowing against 401k Only one bank account can be linked to Betterment for contributions which is inconvenient for owners who want to make their own Roth 401k contributions **What problems is Betterment at Work solving and how is that benefiting you?** The problem solved is the excessive fees that are often attached to 401k , especially for small business operations. They have come a long way in customer service response time and quality since I migrated our 401k from a big brokerage firm ### 8. Lag Time **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** The website for Betterment is laid out well and easy to find what you need. **What do you dislike about Betterment at Work?** Customer service is difficult to reach, by email only, and takes quite a bit of time. You cannot get a quick answer. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment manages our 401(k) benefits to our employees, and syncs directly with Gusto, making it fairly hands off. ### 9. Great Investment Product for Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** It makes needed tasks easy to complete. It has an excellent dashboard. Customer support is also excellent and they speak English well. **What do you dislike about Betterment at Work?** It's notifications of tasks are too general and not specific enough to know whether it is urgent or not to complete. **What problems is Betterment at Work solving and how is that benefiting you?** Provide the custodial support for investments which is crucial for small businesses. ### 10. Simple Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** The platform is very easy to use and navigate; uploading deferrals is also a very simple process. Plan documents are easily accessible as well. **What do you dislike about Betterment at Work?** Its hard to receive immediate support, to reset a password I had to wait 5 days to receive the email. **What problems is Betterment at Work solving and how is that benefiting you?** providing a retirement account for employees, uploading deferrals and annual reporting. ### 11. User-Friendly Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Betterment at Work?** Betterment at Work offers an intuitive, easy-to-use interface for both employers and employees, making it simple to manage retirement plans and track investments. They provide personalized financial advice, educational resources, and goal-based planning, which helps employees make informed decisions beyond just retirement savings. **What do you dislike about Betterment at Work?** Some users report slower-than-expected customer service response times, especially during peak periods, which can be frustrating for employers managing retirement plans. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment simplifies the setup and management of 401(k) plans with automated processes and lower fees compared to traditional providers.Employers save time and reduce administrative costs. ### 12. Great service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in International Trade and Development | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** Best-in-breed investment management synced with our payroll provider. It's so much better than homegrown solutions that are expensive and limited. **What do you dislike about Betterment at Work?** Not applicable. Very satisfied with the experience. **What problems is Betterment at Work solving and how is that benefiting you?** Helps ensure employees get adequate financial support as they think through the future. That helps ensure we are delivering best in class solutions to our team. ### 13. Easy to use, Incredibly Supportive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Betterment at Work?** Betterment is such a user-freindly software. I am so grateful for the quick, consistent communicatoin and the updates regarding compliance. **What do you dislike about Betterment at Work?** There is nothing to dislike. My experience has been smooth especially with a transition from a large PEO to to Betterment. **What problems is Betterment at Work solving and how is that benefiting you?** Providing a user friendly and administrative friendly platform for our small non-profit. ### 14. Easy, understandable and way better than Fidelity!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2024 **What do you like best about Betterment at Work?** The automatic matching is huge - Fidelity was all manual **What do you dislike about Betterment at Work?** The rollover process was slow, but thats not Betterment's fault! **What problems is Betterment at Work solving and how is that benefiting you?** Our previous provider (Fideltity) was extremley manual. As a startup we are very lean and it is so much easier to administer through Betterment. Plus, the integration with Gusto is great. ### 15. been great so far **Rating:** 5.0/5.0 stars **Reviewed by:** Zachary S. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Betterment at Work?** technology is awesome, account opening is also simple and easy **What do you dislike about Betterment at Work?** not much flexibility for less tech-friendly clients. I also think the platform is too client friendly. This wouldn't be a problem for a retail investor, but managing money on Bettterment does not give the advisor enough control to provide their max value **What problems is Betterment at Work solving and how is that benefiting you?** Onboarding clients is super easy ### 16. Good 401k benefits provider **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Betterment at Work?** The onboarding process was very user friendly and their support staff was very helpful. Also it integrates with payroll providers very easily. **What do you dislike about Betterment at Work?** So far there is nothing that I dislike about Betterment. **What problems is Betterment at Work solving and how is that benefiting you?** They are providing a 401k plan for my employees that adheres to the state requirements. ### 17. Easy to use platform for 401k contributions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** How user friendly it is and how you can find answers to questions that might come up. **What do you dislike about Betterment at Work?** I can't think of anything that I don't like. I only use it to do my contributions. **What problems is Betterment at Work solving and how is that benefiting you?** A way for my client to have their employees make 401k contributions. ### 18. Cost-effective and easy 401(k) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** It is affordable and very easy to use indeed. **What do you dislike about Betterment at Work?** The return rate is quite disappointing, and it would be great if there were an option to invest directly. **What problems is Betterment at Work solving and how is that benefiting you?** We had to set up a 401(k) plan as part of employee benefits to support their financial well-being. ### 19. Easy set up, low fees **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** Low fees, familiar interface and setup tools **What do you dislike about Betterment at Work?** Does not integrate with my payroll provider **What problems is Betterment at Work solving and how is that benefiting you?** They are not helping me solve any problems, unless they are in th process of setting up integration with my payroll company. I do not know if this is the case. ### 20. Human Resources Manager **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Betterment at Work?** Betterment at Work is user friendly for administrators. Alot of the prompts are very straightforward. **What do you dislike about Betterment at Work?** Alot of manual work that is prone to human error. The new file feeds helps this but there is more that can be done to streamline processees. **What problems is Betterment at Work solving and how is that benefiting you?** 401K management ### 21. Easy to use for both employee and employer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** I use Betterment as an employee as well as an employer. I like how easy it is to use as the employer and making sure everything is set up correctly for my team. As the employee, it’s easy to understand my benefits and I appreciate other incentives they offer outside of employee benefits, such as the competitive interest rates on accounts. **What do you dislike about Betterment at Work?** Nothing that I can think of at the moment. **What problems is Betterment at Work solving and how is that benefiting you?** Setting up and utilizing a 401k for the first time. ### 22. Easy enough, but not without frustrations **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Betterment at Work?** When it syncs up properly, Betterment is great. It is very easy to explain to our staff and easy for them to use and change their deductions. Communication from the platform is clear and timely and I don't fall behind on the updates. It is great to not have to add my employees manually. **What do you dislike about Betterment at Work?** The problem I have with Betterment is that when it has an error, it is so hard to fix (or impossible). I am constantly being reminded to update some 400 employee profiles so they can be created, but I don't get anywhere because a good half of those employees are long gone from the organization and I cannot remove them (even when it gives me the option to delete an account, it stays in those notifications). Also- I've got thousands of employees, many of whom don't use e-mail or only use a PO Box, and I cannot do anything to get them in nonetheless. Customer support did not help this at all. **What problems is Betterment at Work solving and how is that benefiting you?** Ease of access and communication, I am happy to have an interface that I do not have to fill manually. ### 23. Betterment is very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** Betterment integration with Trinet has been very easy. Online portal is easy to navigate. **What do you dislike about Betterment at Work?** I am unsure how the rate of returns are compared to other similar investments. **What problems is Betterment at Work solving and how is that benefiting you?** Offering a 401k in our benefits package helps stay competitive in hiring. ### 24. Betterment makes retirement accounts easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** Betterment at Work is easy to use and the dashboard is intuitive. Everything is accessible and in one place. **What do you dislike about Betterment at Work?** Customer support is good but often takes several days to connect with someone over the phone. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment streamlines our 401K process. ### 25. Excellent Conversion Experience and Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** The process of converting to Betterment was very smooth. The customer service representatives were very helpful and helped explain things along the way. **What do you dislike about Betterment at Work?** Can't think of any. Been very pleased so far. **What problems is Betterment at Work solving and how is that benefiting you?** Reduced the cost of administering our 401K. ### 26. Easy Peasy **Rating:** 5.0/5.0 stars **Reviewed by:** Wingnut S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** Betterment is very easy to use. Plug-in play. And our 401(k) accounts have grown! **What do you dislike about Betterment at Work?** There's really nothing I dislike about Betterment **What problems is Betterment at Work solving and how is that benefiting you?** Betterment automatically applies our 401(k) investments with their algorithm and gets us terrific return for our employees. ### 27. Betterment has been a great experience as a business owner providing easy Retirement Solutions. **Rating:** 5.0/5.0 stars **Reviewed by:** Robert N. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2024 **What do you like best about Betterment at Work?** I like how easy it is to use from an Admin perspective & my employees love it. **What do you dislike about Betterment at Work?** A little more one on one time from someone internally at Betterment to make sure everything is healthy in our 401(k). **What problems is Betterment at Work solving and how is that benefiting you?** It solves the ease of implementation to provide Retirement solutions. ### 28. Satisifed so far, but would like more features **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Betterment at Work?** The website is pretty user friendly once you take the time to navigate through. Betterment offers a variety of benefits that can be of interest to employees, like education savings and the ability to pay back student loans. When reaching out to customer support via email, for the most part you get a response back pretty quickly within a few hours. **What do you dislike about Betterment at Work?** The onboarding process was relatively smooth, however it would be frustrating at times trying to get in touch with someone to know the status of our account as we transferred our plan over to Betterment.The portfolio strategies are pre-set, which can be helpful for those that are not very experienced with investing, however those that want to mix and match from different portfolios do not have the ability to do so. From the administrator side, it would be more helpful to have more visuals and tools to see the overall performance of the plan instead of having to run multiple reports and compiling the data yourself. If you have a 401K loan, you cannot see your own past payment history - only the administrator can pull a report for you. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment offers more financial tools for our employees to utilize. ### 29. Wonderful Services provided by Betterment at Work **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby P. | Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** It integrates with our payroll software, making it a seamless experience. **What do you dislike about Betterment at Work?** As an admin, it is confusing to have two accounts, a personal one and a admin one. **What problems is Betterment at Work solving and how is that benefiting you?** We are solving the problem of 401(k). ### 30. Very easy to manage 401k plan for small business **Rating:** 5.0/5.0 stars **Reviewed by:** Joe C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Betterment at Work?** This was a great decision for our small business. Betterment integrates with our payroll service so it is easy to setup and manage. Our employees love having the retirement benefit and it makes our small business more attractive when hiring new employees. **What do you dislike about Betterment at Work?** I seem to recall a delay in getting it setup, but after that, no issues. **What problems is Betterment at Work solving and how is that benefiting you?** Our small business is just big enough to be required to offer a retirement benefit, but not big enough to have a dedicated staff member to set it up and manage it. As the CEO, I found it very easy to set up and maintain for current, and new, employees. ### 31. Ease of use and simple to understand **Rating:** 3.5/5.0 stars **Reviewed by:** Kim E. | Financial Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2024 **What do you like best about Betterment at Work?** I find everything laid out in a very easy manner. I can quickly find most things that I am looking for. **What do you dislike about Betterment at Work?** I had some issues when I needed a notice to be sent out to my employees and the platform was unable to do that. If it is something relating to my 401k, I want it to come from that platform **What problems is Betterment at Work solving and how is that benefiting you?** It keeps all of our 401k info together and works seemlessly with Rippling. ### 32. Betterment Service **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2025 **What do you like best about Betterment at Work?** service desk people are knowledgable and see issues through to completion **What do you dislike about Betterment at Work?** cannot reach by phone and sometimes emails take several days **What problems is Betterment at Work solving and how is that benefiting you?** mandatory offering of retirement programs ### 33. Excellent service. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** They made it as simple to sign up our crew as is legally possible (all 401k plans take a bit of set up). Customer services was excellent, their backend is easy to use, and prices are reasonable. **What do you dislike about Betterment at Work?** Mostly that there is a lot of paperwork required for government policies and, set up can be a bit tiresome. **What problems is Betterment at Work solving and how is that benefiting you?** Providing a 401k where we did not have one before. ### 34. Works great but response could be quicker **Rating:** 4.0/5.0 stars **Reviewed by:** Peter D. S. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** Simple interface and intuitive. Works well and plugs into Gusto. **What do you dislike about Betterment at Work?** Compliance testing can take too long. Sometimes it is hard to reach the right person. **What problems is Betterment at Work solving and how is that benefiting you?** Plugs into Gusto well. ### 35. Excellent Dashboard, Easy to Use, Great Service. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** Hands off investment philosophy. The dashboard is easy to use. **What do you dislike about Betterment at Work?** The financial options within its ecosystem are sometimes restrictive for risk taking **What problems is Betterment at Work solving and how is that benefiting you?** Employee questions. 401k administration. Scalable dashboard ### 36. User friendly website **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Betterment at Work?** The website is user friendly which is especially helpful. **What do you dislike about Betterment at Work?** I would prefer that there was a pop up box or chat upon entering to help navigate. **What problems is Betterment at Work solving and how is that benefiting you?** Managing and reviewing everything online and of course helping with 5500 form. ### 37. Small Start-up with less than 25 Employees **Rating:** 3.5/5.0 stars **Reviewed by:** Janine W. | Interim Head of People Ops, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2024 **What do you like best about Betterment at Work?** The website is easy to use and very intuitive. Betterment sends reminders and notifications regarding compliance matters in a very timely manner to ensure deadlines are met. **What do you dislike about Betterment at Work?** We do not have a know representative that reaches out to see if there are any needs for the organization. We were led to believe when we set up our plan with them initially that we would have a dedicated person to reach out to provide education plans for our employees. **What problems is Betterment at Work solving and how is that benefiting you?** Provides an easy to administer plan for a small company. Makes in easy as a part-time admin/employee to administer the plan. ### 38. use it for employees **Rating:** 4.0/5.0 stars **Reviewed by:** jeff w. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2024 **What do you like best about Betterment at Work?** The website interface is very user friendly and the Betterment 401k program over all is great for employees with the options they offer and ease of use. **What do you dislike about Betterment at Work?** as a business owner, I dont like that I have to set an appointment to get help, I used to be able and call to get help when needed. I feel the email responses are not as fast when I have simple questions to be fixed and cant solve them in the moment and have to wait a day or two for the appointment or return email. Not sure why they changed that **What problems is Betterment at Work solving and how is that benefiting you?** employee 401k program is great for my emplopyees and ease of use makes a good expereience for the new employee that wants to try the program and once they get in and its easy to use they arent as intimidated with parting with salary t ### 39. Betterment Best Option for Small to Medium Size Business **Rating:** 5.0/5.0 stars **Reviewed by:** Jacquie N. | VP of Finance and Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2024 **What do you like best about Betterment at Work?** Betterment makes it easy to administer the plan and keep the company in compliance, particularly with Form 5500 and the annual audit. Integrations with Gusto and Quickbooks were easy and created smooth accountong flows. **What do you dislike about Betterment at Work?** Reporting could be improved. I'd like the change to create custom reports to pull specific employee or employe information for specified periods of time. **What problems is Betterment at Work solving and how is that benefiting you?** Betterment helped us fulfill the requirement to have a retirement plan in place for our employees (California required this as of January 1, 2023). It is a better option for our employees than CalSavers, at an affordable price. ### 40. Not bad not great **Rating:** 2.5/5.0 stars **Reviewed by:** Ceena B. | sr. hr director, Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Betterment at Work?** the system easy to use as an administrator. **What do you dislike about Betterment at Work?** not enough profit on the account and reports are too complicated, payroll upload takes too long **What problems is Betterment at Work solving and how is that benefiting you?** nothing really ### 41. Simple and clear but not the cheapest option **Rating:** 4.0/5.0 stars **Reviewed by:** Kath D. | Owner , CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2024 **What do you like best about Betterment at Work?** It is a simple system to use as a business and it is easy to provide the team with ways of accessing information, how it can be used by the team eg changing percentages for contribution into roth/trad 401k and also online log in. **What do you dislike about Betterment at Work?** Cost of service is high and quite frustrating but it is a neccessary thing so we have gone with it for that. Is it worth the price? Not really but nothing is very competitive from a price perspective in this circumstances. **What problems is Betterment at Work solving and how is that benefiting you?** Providing a solution for a small business with less than 10 employees ### 42. Very user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Dom V. | People Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** Simple and very user friendly. Easy to navigate **What do you dislike about Betterment at Work?** Not sure how competitive the investments are as a user. **What problems is Betterment at Work solving and how is that benefiting you?** Has financial wellness tools and integrates with payroll ### 43. Betterment Review **Rating:** 4.0/5.0 stars **Reviewed by:** Felippe O. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** It is easy and simple to use. Information is clear. **What do you dislike about Betterment at Work?** I don't have any point that I dislike about it **What problems is Betterment at Work solving and how is that benefiting you?** It automates our 401k process ### 44. A User friendly 401K platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2025 **What do you like best about Betterment at Work?** User-Friendly Platform, low-cost investment options, automated features **What do you dislike about Betterment at Work?** Customer support (delay in response), lack of in-person support **What problems is Betterment at Work solving and how is that benefiting you?** Making 401(k) management more accessible, cost-effective, and automated. ### 45. Satisfied customer of Betterment since 2016 **Rating:** 5.0/5.0 stars **Reviewed by:** David F. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2024 **What do you like best about Betterment at Work?** Monthly payroll submission on-line is easy. Good customer support for small businesses. Helps monitor legal reporting requirements of 401(k). **What do you dislike about Betterment at Work?** Could have automated integration with our payroll provider. **What problems is Betterment at Work solving and how is that benefiting you?** Employee retirement savings. Automated investment options. Low fees. ### 46. Brian's review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** Easy to use, allows for importing data, and good interface **What do you dislike about Betterment at Work?** Doesn't integrate with my payroll system. **What problems is Betterment at Work solving and how is that benefiting you?** Enabling out employees to have retirement savings ### 47. Betterment for Business: Smooth Justworks Integration, Slow Customer Support **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Betterment at Work?** Betterment for Business integrates seamlessly with Justworks, making payroll contributions quick and easy. The automated process ensures employee retirement contributions are handled efficiently, saving time and reducing manual work. **What do you dislike about Betterment at Work?** Customer support is slow and unresponsive, often taking days to provide a response. This can be frustrating when urgent issues arise, making it difficult to get timely assistance when needed. **What problems is Betterment at Work solving and how is that benefiting you?** N/A ### 48. Great to work with **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about Betterment at Work?** Knowledgeable and helpful. Support available by phone and email for our employees. **What do you dislike about Betterment at Work?** There were some technical difficulties as a third party processor at first. **What problems is Betterment at Work solving and how is that benefiting you?** Offering a financial benefit option to our employees ### 49. Easy and Pleasant!! **Rating:** 5.0/5.0 stars **Reviewed by:** Janine L. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Betterment at Work?** How easy it is to use, but most of all how helpful and quick the team is to reply to questions!! **What do you dislike about Betterment at Work?** As a business owner running a small ship, I'm not an HR/Benefits expert so I could use a bit more education along the way but that is exactly what I use the support staff for and they deliver every time! **What problems is Betterment at Work solving and how is that benefiting you?** Providing our small team with a way to build their retiremnt savings. It is an important benefit that we need to be able to offer to stay competitive when we recruit top talent. ### 50. Love Betterment but there could be some improvements **Rating:** 4.5/5.0 stars **Reviewed by:** Julie A. | Head of Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2024 **What do you like best about Betterment at Work?** The simplicity - it's easy to understand and UI is straightforward so I can log in and know where to go or where to send our employees. **What do you dislike about Betterment at Work?** The customer service is attrocious. Ever since it was moved from the NY office to offshore (and now we have to pay extra to actually talk to someone??) it has been a complete headache. As long as everything is going well, it's great, but if something's wrong, watch out. **What problems is Betterment at Work solving and how is that benefiting you?** We use Betterment for our 401K and we love the low management fees and solid returns. - [View Betterment at Work pricing details and edition comparison](https://www.g2.com/products/betterment-at-work/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+05%3A03%3A21+-0500&secure%5Bsession_id%5D=ceb56dd9-5b98-40f9-b8e9-0634ab489678&secure%5Btoken%5D=982024fd1219e75c9770718e5f87ff51ce2dfb88114c94a9f013d62e0ecf592d&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) - [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 (2,399 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 (425 reviews)