Richard G.
RG
Richard G.
CEO
Small-Business (50 or fewer emp.)
"Great software for retirement tracking and investment."
4/5
What do you like best about Betterment at Work?

Betterment offers a great UI to see how much you're investing and where it's being invested. As an admin, I can also easily do the same with all employees. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

I have not found any dislikes. I wish I would have gone directly through Betterment instead of using a 3rd party, but pleased overall. Review collected by and hosted on G2.com.

Amber T.
AT
Amber T.
Small-Business (50 or fewer emp.)
"Seamless 401k Management with Effortless Integration"
5/5
What do you like best about Betterment at Work?

I use Betterment at Work as the 401k provider for my client, and I find them very easy to work with. The integration and switch to them were seamless, and they integrate well with Paylocity, the client's payroll provider. The platform is very easy to use on both the admin side and the employee side, which means we don't miss any changes for the employees when processing their new contributions. The initial setup was extremely easy too. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

I don't dislike anything Review collected by and hosted on G2.com.

AN
Angella N.
Full stack developer
Small-Business (50 or fewer emp.)
"Helpful expert support and automated investing, but limited to the UK"
3.5/5
What do you like best about Betterment at Work?

I like Betterment at Work because it offers free consultations with financial experts and has friendly, responsive customer support. It also gives me helpful insight into savings and crypto investing, which supports my long-term planning. On top of that, the platform automates investing, making it a reliable and efficient tool for me to use. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

The only downside is that it isn’t available internationally, as it’s currently limited to users in the USA Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Effortless 401(k) Setup with Strong Historical Returns"
4.5/5
What do you like best about Betterment at Work?

I like the ease of employees being able to select a plan, adjust their risk level, and also look at the historical performance of the plans. Betterment at Work provided a really easy implementation for a 401(k) for the first time, checking all the boxes for ease of use and integration with our payroll provider, Gusto. They are super open about historical returns, which isn’t easy to find, and their implementation process and support during the evaluation made it the easiest decision. The setup was extremely easy, and the onboarding team was super resourceful, helping with tax credits and answering questions on implementation, ensuring we were set up for success. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

Nondiscrimination testing is relatively cumbersome. An ideal scenario is that it's hooked up to our payroll provider, Gusto, and it runs automatically for us. I know that there's challenges with that because there's a ton of payroll administrators out there, but it just seems like that's kind of a pain. But I think that's probably with most 401k provider. Review collected by and hosted on G2.com.

Sherri B.
SB
Sherri B.
Clinical and Executive Coordinator
Small-Business (50 or fewer emp.)
"Excellent Support and an Easy-to-Use Platform for Non-HR Users"
4.5/5
What do you like best about Betterment at Work?

Betterment has excellent customer support. I am not an HR person, and Betterment makes things easy.

I can't compare the pricing to any other companies, so I don't know how to rate that. The website is easy to use and navigate. I get email reminders when documents are due which is very helpful Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

Nothing - I don't have much to compare it to. Review collected by and hosted on G2.com.

Helen S.
HS
Helen S.
HR Manager
Mid-Market (51-1000 emp.)
"Easy Website That Makes Tracking Growth and Savings Goals Simple"
5/5
What do you like best about Betterment at Work?

The ease of the website and being able to see the growth of the account as well as the ability to update preferences for investing. Being able to see how on track I am with my savings is pretty cool as well. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

Not much to complain about. I enjoy Betterment at Work Review collected by and hosted on G2.com.

Hannalyn Kaye A.
HA
Hannalyn Kaye A.
Senior Administrative Assistant
Human Resources
Mid-Market (51-1000 emp.)
"401k Options Made Easy"
4.5/5
What do you like best about Betterment at Work?

Betterment's website interface is easy to understand and use. Reports are available to download at the user’s convenience. Whenever there are changes, they are quick to send documents that inform users about the updates. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

There have been instances where the assigned representative hasn’t been responsive to my email inquiries. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Streamlined Retirement Planning with Room for Support Improvement"
4.5/5
What do you like best about Betterment at Work?

I really like the ease of use with Betterment at Work. The online interface in the portal is intuitive and easy to read, which generally makes sense to me. It's been great having it integrated and streamlined with our payroll company, Gusto, so we don't have to do anything extra for the right contributions to be made to the right place. The initial setup was pretty easy from what I recall. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

Online support has been a bit challenging since it switched from phone to email, which is not ideal. I'd appreciate more direct support. It's also been difficult to get questions answered about different investment options, census procedures, etc and I prefer to discuss that with a live person if possible. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Mid-Market (51-1000 emp.)
"User-Friendly and Secure Retirement Planning"
5/5
What do you like best about Betterment at Work?

I use Betterment at Work for my employer's retirement plan, and I find it immensely user-friendly and easy to navigate, especially when I'm handling month-end close tasks as an accountant. The process of downloading reports is both fast and simple, which I really appreciate. As a 401k holder with Betterment at Work, I trust that my retirement funds are both safe and growing. What I like most about the platform is the ease of use; it's intuitive, and any information I might need is easily accessible. Additionally, I think the customer service is great. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

On the 'Payroll' tab, which shows each pay run's 401k deferrals to Betterment, I find it difficult because you can only navigate forward one page at a time. This is time-consuming when trying to go back to prior years since I have to click through many pages. Also, you cannot filter by time period on the 'Payroll' tab. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Intuitive Retirement Management for Small Businesses"
5/5
What do you like best about Betterment at Work?

I appreciate that Betterment at Work offers a highly customizable and flexible option for our small company to have a 401k and Roth option. The process is very simple for a small company, and as someone who had never managed a 401k before, I feel confident with all aspects that go into managing it. The initial setup was pretty straightforward as they handled most of the onboarding for us. Review collected by and hosted on G2.com.

What do you dislike about Betterment at Work?

To no fault of its own, our payroll company charges us to connect with Betterment at Work for payroll uploads, so that part of the process I have to do manually. For our small team, it's not the biggest deal, but making the connection between payroll and Betterment easier would be helpful. Review collected by and hosted on G2.com.