Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
Small-Business (50 or fewer emp.)
"Smooth 401(k) Management with Helpful Reminders and Easy HR Integration"
4/5
What do you like best about Betterment at Work?

We’re able to manage our 401(k) plan smoothly for employees, and we receive helpful updates and reminders about important documents that need to be filed and submitted. The UI is simple and easy to understand, and it integrates with our HR platform and runs very well. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

From a functionality standpoint, there isn’t much to dislike about Betterment at Work. It serves our team very well, and the platform feels seamless to use day to day. The UI is simple and generally good, but it could benefit from some modernization and a more updated look and feel. Review collected by and hosted on G2.com.

Dana C.
DC
Dana C.
Office Manager
Mid-Market (51-1000 emp.)
"Rough Integration Setup, but Seamless Customer Service Once Running"
3.5/5
What do you like best about Betterment at Work?

To be honest, we had a rough start with our integration setup. It took months to get everything set up properly. However, they did hold weekly updates to communicate through the process as we were working out all the bugs. Now that everything is set up properly, the customer service has been seamless. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

Integration was really tough and took months to work out. Review collected by and hosted on G2.com.

Katrina V.
KV
Katrina V.
Market Center Administrator
Small-Business (50 or fewer emp.)
"Outstanding Customer Service with Step-by-Step Live Support"
4.5/5
What do you like best about Betterment at Work?

I really appreciate the customer service, the troubleshooting help, and the ability to reach a live person. They walk you through everything step by step, and they stay with you even when you hit a bump in the road. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

I haven't found any downsides to Betterment! Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"401(k) Service That Works Even for Truly Small Businesses"
5/5
What do you like best about Betterment at Work?

My business consists of myself and two employees. Betterment at Work provides 401(k) and other services even for truly small businesses. And we received the same high level of service as larger companies including a dedicated onboarding contact, in-person meetings as needed, and a speedy process to roll out our 401(k). Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

Onboarding was not fully self-service, as I had expected from experience with the personal side of Betterment. It required a contract to be signed and 2 or 3 weeks of processing period, notifying my employees, etc.

There was also an upfront fee alongside the annual fees. Review collected by and hosted on G2.com.

Brian H.
BH
Brian H.
Founder, and CEO
Small-Business (50 or fewer emp.)
"Easy to Navigate, but Needs Broader Third-Party Access and Integrations"
3.5/5
What do you like best about Betterment at Work?

We have found the platform to be one of the easier to work with and navigate. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

As a platform, it would help to offer broader access to third parties, including benefits brokers, retirement plan advisors, and integrations to admin platforms. While some of that is in place, the competitive market has opened its doors, and providers that put up barriers will eventually not be as favorable. Review collected by and hosted on G2.com.

andi c.
AC
andi c.
Program director
Small-Business (50 or fewer emp.)
"Super Easy to Use for Small Business Owners and Employees"
5/5
What do you like best about Betterment at Work?

It’s super easy to use as a small business owner as well as an employee using its services. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

Sometimes I get notifications about things that need to be fixed but the instructions aren’t clear. Review collected by and hosted on G2.com.

Jagriti C.
JC
Jagriti C.
Accounting Manager
Enterprise (> 1000 emp.)
"Seamless Retirement Planning and Easy Navigation"
4.5/5
What do you like best about Betterment at Work?

I like Betterment at Work because it's easy to navigate through different areas like employee information, contribution amounts, and payroll reports. I find it really helpful that all the data for employees is maintained in one place, showing details like employee names, payroll process, contribution amounts, and the total contributions till date. This makes it easier to get a clear picture of how much the retirement contributions or retirement balance is for the employees. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

Nothing as such, it works perfectly fine for me. Review collected by and hosted on G2.com.

Christopher H.
CH
Christopher H.
Compliance Officer
Small-Business (50 or fewer emp.)
"Betterment’s Helpful, Timely Team Support"
5/5
What do you like best about Betterment at Work?

The team at Betterment has been so helpful in addressing questions and concerns very timely. They are committed to my company and our team members success. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

The integration with Rippling is very convenient however there have been times where settings that we thought were automatic required further manual interventions. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Easy Setup, Great for 401(k) Management"
4/5
What do you like best about Betterment at Work?

I like that the app is super easy to work with. I also like that you're able to have your other investments and your own high yield savings account in the same place. For myself as an employee, I like that I'm able to go into my app and have all of my different investments there right alongside my 401(k). From an admin perspective, I appreciate that it is easy to use within the platform. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

I feel like sometimes stuff in Betterment at Work can be really confusing for me, and it isn't quite dumbed down enough. I also feel like some experiences working with Betterment employees have not been great. They've been a little bit on the cranky side, so I usually leave the conversation feeling guilty about asking for help or feeling bad that I was bothering them. Review collected by and hosted on G2.com.

Jazlyn O.
JO
Jazlyn O.
Human Resources Manager
Mid-Market (51-1000 emp.)
"User-Friendly Employee Experience That Truly Engages Our Younger Workforce"
4/5
What do you like best about Betterment at Work?

The user-friendly employee experience, especially with our younger workforce, that is attractive and more engaging to them. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

I wish there were more admin features, some of the employee management features are not set up the best, and it would be nice to have more insights and abilities to do more to better support our team members. Review collected by and hosted on G2.com.