---
title: Lively HSA Reviews
meta_title: 'Lively HSA Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 131 reviews by the users' company size, role or industry
  to find out how Lively HSA works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 131
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: HR
  url: https://www.g2.com/categories/hr
---

# Lively HSA Reviews
**Vendor:** Lively  
**Category:** [Health Savings Account (HSA) Software](https://www.g2.com/categories/health-savings-account-hsa)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 131
## About Lively HSA
Lively is the benefit solutions provider that finally gets it right. Recent years have seen a dramatic shift in the benefits landscape: Employee needs are evolving, and employers that pay attention will find success in retaining talent while keeping the bottom line in check. But most providers continue to cause headache instead of relief, and that gap only widens over time. We raise the bar for benefit solutions in the industry. Our user experiences are unrivaled, thoughtfully designed to make benefits easy, for both the administrators that manage them and the employees that use them. Combining exceptional 360 customer support, user-friendly technology built for the needs of today, and user education with a proven record of driving adoption—Lively is the benefits provider you’ve been waiting for. Benefits available: -Long-Term Health Savings: Save, spend, and invest with a top-rated HSA. -Lifestyle &amp; Wellness: Support the whole employee with Lifestyle Spending Accounts (in high-demand) and a Medical Travel Account. -Pre-Tax Health Reimbursements: Offset rising costs with Flexible Spending Accounts (FSAs) or Health Reimbursement Arrangements (HRAs). -Continuation of Health Coverage: Keep transitions simple and compliant with COBRA and Direct Bill. To learn more about how our benefit solutions can help you achieve your goals, visit livelyme.com or reach out at sales@livelyme.com.



## Lively HSA Pros & Cons
**What users like:**

- Users find Lively HSA to be **extremely easy to use** , enjoying seamless navigation and fund management anytime, anywhere. (21 reviews)
- Users appreciate the **timely and supportive customer assistance** of Lively HSA, enhancing their overall experience. (13 reviews)
- Users find **implementation easy** , with responsive support and a user-friendly system enhancing the overall experience with Lively HSA. (6 reviews)
- Users find Lively HSA to be **very intuitive** , facilitating a seamless experience for managing health expenses efficiently. (6 reviews)
- Users value the **seamless setup process** of Lively HSA, facilitating efficient management of employee accounts with ease. (6 reviews)
- Users appreciate the **user-friendly interface** of Lively HSA, making contributions and management seamless and efficient. (6 reviews)
- Navigation Ease (5 reviews)
- Response Time (5 reviews)
- Efficiency (4 reviews)
- Users find Lively HSA to be a **very informative and helpful system** , especially praised for its excellent customer service. (4 reviews)

**What users dislike:**

- Users experience **insufficient information** regarding reporting features and admin communication, complicating their overall usage of Lively HSA. (2 reviews)
- Users face **communication and integration challenges** with Lively HSA, complicating tracking and setup for staff. (1 reviews)
- Users face **claim issues** with Lively HSA, making the experience less straightforward than expected. (1 reviews)
- Users find the **difficult reporting** features in Lively HSA lack necessary detail and clarity for effective use. (1 reviews)
- Users find the **login process tedious** due to the required code sent to personal phones, despite understanding its necessity. (1 reviews)
- Expensive (1 reviews)
- Inadequate Tracking (1 reviews)
- Login Issues (1 reviews)
- Payroll Issues (1 reviews)
- Pricing Issues (1 reviews)

## Lively HSA Reviews
  ### 1. Simple and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole S. | HR Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

I love how easy it was to set up our account with LIvely. The account manager is always quick to respond if there is a question. The employees also love the ease of use, from setting up recurring or one-time payments. I can check in to the account anytime I need to review invoices and employee accounts. It has been a seamless process with our HRIS integrations.

**What do you dislike about Lively HSA?**

I have not found an aspect of Lively that I dislike.

**What problems is Lively HSA solving and how is that benefiting you?**

LIvely HSA has made it seamless to set up and make contributions for my teams needs.

  ### 2. Easy - Amazing Customer Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kimber H. | Director of People Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

Implementation was really easy. Customer service is responsive and helpful. Employee-facing service is equally amazing. The portal is easy to navigate and almost everything is self-service.

**What do you dislike about Lively HSA?**

I wish there were a more robust integration with our HRIS/ben admin system that includes automatic regonition of payroll contributions, terminations, and enrollments. Outside of OE the process is manual for adding, terminating, and uploading contribution files.

**What problems is Lively HSA solving and how is that benefiting you?**

Lively is an easy platform to use to provide employees with HSA and FSA accounts. Cost competitive and has everything you need.

  ### 3. Lively makes it easy.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brenda S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

I find it very user friendly and it is easy to submit HSA contributions from payroll.  I also like the quick response time from customer support and our rep.  They are always very helpful.

**What do you dislike about Lively HSA?**

if someone decides to change their HSA contribution amount, it is not as easy.  I think this is more because of the third party benefit provider we use though, not so much a Lively issue.

**What problems is Lively HSA solving and how is that benefiting you?**

Right now they are getting HSA contributions into my employees HSA accounts seemlessly.

  ### 4. Makes Tracking HSA Expenses Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Morgan H. | Attorney/Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

The app is easy to use and looks good. Reimbursement process is quick and easy.

**What do you dislike about Lively HSA?**

It is difficult to understand contributions as there is no view on employer contributions. I cannot see what part of each monthly contribution comes from the employer vs. the employee. It would also be nice to see previous contributions made all in one place.

Also, you cannot make partial reimbursements for expenses.

**What problems is Lively HSA solving and how is that benefiting you?**

Tracking HSA Expenses and contributions. The support team is responsive if there is an issue.

  ### 5. Easy way to provide great benefits to employees

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tammy C. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 25, 2024

**What do you like best about Lively HSA?**

Dashboard is quick and easy to get updates. Love the ability to do bulk changes. Way very easy to implement.

**What do you dislike about Lively HSA?**

I can't think of anything that I dislike.

**What problems is Lively HSA solving and how is that benefiting you?**

Lively HSA gives me the ability to provide a health savings account for my employees. Very easy to add money to individual accounts from the company thoughout the eyar.

  ### 6. Affordable for Small Businesses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ruth V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2024

**What do you like best about Lively HSA?**

Lively HSA offers affordable HSA for employees.   They make is super easy for employees to access their information and their website is user friendly.  Their ease of implementation made set up a breeze!

**What do you dislike about Lively HSA?**

I haven't had any downsides to using Lively.

**What problems is Lively HSA solving and how is that benefiting you?**

Our old HSA provider was hard to access with zero customer support.  Lively HSA has a wealth of resources for solving questions or educating employees on the benefits of an HSA account.

  ### 7. Lively HSA is top notch

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 27, 2024

**What do you like best about Lively HSA?**

It is easy to make contributions, change amounts, do off cycle contributions etc. The website is very user friendly.

**What do you dislike about Lively HSA?**

Nothing, i really do not have anything neagtive to say.

**What problems is Lively HSA solving and how is that benefiting you?**

It is literally a click of the button to confirm payroll contributions. It is extremely time saving.

  ### 8. HSA done easy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Loretta P. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 04, 2024

**What do you like best about Lively HSA?**

The ease of use of the system. It is user friendly and simple to use. Creating and maintaining compliant HSA's is a breeze with Lively!

**What do you dislike about Lively HSA?**

I do not have a dislike of Lively. The system is easy to use and covers all that I need.

**What problems is Lively HSA solving and how is that benefiting you?**

We are a small business that uses an HSA and HRA. Lively has made the HSA administration easy and painless.

  ### 9. Director of Human Resources

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 04, 2024

**What do you like best about Lively HSA?**

Ease of use. App, service, information all of it working great!

**What do you dislike about Lively HSA?**

integration with Fidelity or similar might be good feature.

**What problems is Lively HSA solving and how is that benefiting you?**

Connection with Fidelity.

  ### 10. Lively is very easy to work with and compatible with our payroll software for quick file feed setup.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kristi M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 21, 2024

**What do you like best about Lively HSA?**

Quick and easy access for employees to receive their contributions.

**What do you dislike about Lively HSA?**

We have not found anything we dislike in the 2 years we have been with Lively.

**What problems is Lively HSA solving and how is that benefiting you?**

Employees are able to view and maintain their HSA accounts with ease.  We hear very little from our employees, and have found they do not have much difficulty using the site.

  ### 11. Easy to navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ijeoma O. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

Easy to navigate. Great customer service.

**What do you dislike about Lively HSA?**

Sometimes it can be hard to track contributions lining up with payroll.

**What problems is Lively HSA solving and how is that benefiting you?**

We are able to offer a health savings account for our high deductible health plan. I also see that employees find the platform easy to use. I rarely get questions because they are easily answered in the system.

  ### 12. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

The process of setting and employee up is very streamlined

**What do you dislike about Lively HSA?**

Just a stand alone HSA product and does not speak to an FSA

**What problems is Lively HSA solving and how is that benefiting you?**

Reducing benefits administarion hours

  ### 13. Great Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie B. | Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 22, 2024

**What do you like best about Lively HSA?**

Lovely provides a great, easy to use platform for many offerings for employees. It is easy to use and support is always very helpful

**What do you dislike about Lively HSA?**

I think the contribution reports could be a little easier to navigate/export

**What problems is Lively HSA solving and how is that benefiting you?**

Lively has automated the HSA contributions for each pay period

  ### 14. Lively

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jennifer M. | CHRO, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 25, 2024

**What do you like best about Lively HSA?**

Flexibility, user friendly, good admin resources.

**What do you dislike about Lively HSA?**

Some of the employee questions have to be referred back to lively.

**What problems is Lively HSA solving and how is that benefiting you?**

Manages our employee HSA

  ### 15. They cover everything!  Great services.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steven K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 12, 2023

**What do you like best about Lively HSA?**

For my mental and physical health, I can pretty much utilize my Lively HSA for all of it.  It's a 1-stop shop!  That's ideal for so many individuals today, that have too many places and all stretched out; this eliminates that hassle. I get consistent emails and info. regarding news and offers too.  Thank you.

**What do you dislike about Lively HSA?**

The cost of my overall coverage is the most expensive I've ever endured, which will lead me to find a different place.

**What problems is Lively HSA solving and how is that benefiting you?**

I don't exactly know that yet.   One big thing is - this software /website won't let me upload my screenshot to authorize that I'm actually using this portal , thus making it invalid for this whole review to be effective.  
Not sure why this portal isn't accepting the image of the screenshot.  I've attempted both a JPG and a PNG and a PDF - none will work.

  ### 16. Recommendation of Lively HSA

**Rating:** 4.5/5.0 stars

**Reviewed by:** Elizabeth T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 21, 2024

**What do you like best about Lively HSA?**

Their customer support is very good.  They are thorough and courteous.  They were excellent to work with.

**What do you dislike about Lively HSA?**

I didn't have any issues that weren't able to be worked through or resolved.

**What problems is Lively HSA solving and how is that benefiting you?**

I didn't receive the correct card for my HSA and we worked with customer service for about a week or so to get it resolved.  They were very thorough and made sure my issue was resolved.  I appreciated their work ethic.

  ### 17. Easy onboarding and easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brian W. | Ops, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 22, 2024

**What do you like best about Lively HSA?**

Ease of use, easy implementation, and helpful onboarding

**What do you dislike about Lively HSA?**

Nothing thus far! It has been seamlessly integrated into my work

**What problems is Lively HSA solving and how is that benefiting you?**

Helping our team members who elected to have an HSA account.

  ### 18. Lively has answered every question our employees have had.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lisa M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

We have has a couple issues and they were quick to respond.

**What do you dislike about Lively HSA?**

Some times the website is slow or has a gliche.

**What problems is Lively HSA solving and how is that benefiting you?**

We do not have any problems with Lively.

  ### 19. Ease

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emmy L. | Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 21, 2024

**What do you like best about Lively HSA?**

Ease of setup and service
Ease of Use
Our go to service provider

**What do you dislike about Lively HSA?**

I really have not had any negative experiences

**What problems is Lively HSA solving and how is that benefiting you?**

Ease of implementing an HSA for my employees

  ### 20. Simple and easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Benjamin F. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 21, 2024

**What do you like best about Lively HSA?**

Ease of use and ability to make changes on the fly.

**What do you dislike about Lively HSA?**

Software glitch when I tried to add employees.

**What problems is Lively HSA solving and how is that benefiting you?**

They make HSA contributions easy to understand and control.

  ### 21. great for emp incentive and easy to implement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Robin B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

easy setup and helpful employees thru the implmentation process

**What do you dislike about Lively HSA?**

teh required banking info upfront and balance not being able to be done using 2 bank accounts

**What problems is Lively HSA solving and how is that benefiting you?**

HRA

  ### 22. Amazing customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Martha N. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 12, 2023

**What do you like best about Lively HSA?**

The website is easy to go and find your spences. There were two times that i need to use my card but didn't work. The customer service person explain me about the feture add an expense to reinburse myself. I really loved this fetuare

**What do you dislike about Lively HSA?**

I like everything about the account. I can not find something that I do not like about

**What problems is Lively HSA solving and how is that benefiting you?**

My insurance is not coviring a lot, so I love that I can contribuite every month to my account and have the money ready when I need it.

  ### 23. Easy to use platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erica J. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

User friendly platform and easy to use for employees as well

**What do you dislike about Lively HSA?**

Would be better if it didnt cost anything

**What problems is Lively HSA solving and how is that benefiting you?**

Housing the HSA platform

  ### 24. Easy location for HSA administration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2023

**What do you like best about Lively HSA?**

It's super easy to administer HSA benefits to my employees - I work for a small business.  It's difficult to find someone to administer a pre-tax HSA option for under 50 employees and without using a PEO option.

**What do you dislike about Lively HSA?**

I really don't have any complaints.  The only improvement might be in how early they need to make edits prior to a payroll to have a change in someone's contribution amount.  But I run weekly payroll, which is why its a challenge when the period to change things for next overlaps with my payroll for this week.

**What problems is Lively HSA solving and how is that benefiting you?**

Before using Lively we were unable to find a small group HSA option to allow pre-tax contributions for our employees without spending thousands of dollars or meeting a 50 employee minimum (which we can't do as an employer of 35-40 employees).

  ### 25. Easy and simple!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

I like the interface and how easy it is to do what I'd like to do, from changing the amount I'm depositing to putting some of the money into investments.

**What do you dislike about Lively HSA?**

I would like to be able to direct deposit from company payroll instead of personally for free.

**What problems is Lively HSA solving and how is that benefiting you?**

I needed an HSA, Lively was recommended and it's worked great.

  ### 26. Lively HSA is Great!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lauren S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 19, 2023

**What do you like best about Lively HSA?**

I have the pleasure of using Lively as both an administrator and an account holder. The customer support is always top-notch, and the online navigation is user-friendly!

**What do you dislike about Lively HSA?**

Sometimes, from an administrative end, during payroll contributions, I will have to create off-cycle contribution files because the Lively generated report does not allow the edits I need to make, like re-adding an employee who was terminated in the middle of the pay period.

**What problems is Lively HSA solving and how is that benefiting you?**

Lively has a 360 integration with our benefits platform that makes the transfer of information very seamless and easier to catch errors.

  ### 27. Great option for employers and employees

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2024

**What do you like best about Lively HSA?**

The user interface is simple, the guidelines are clear, and the plan is perfect for us.

**What do you dislike about Lively HSA?**

Not a thing could be improved here. We love the service.

**What problems is Lively HSA solving and how is that benefiting you?**

We needed an appropriate easy to use solution for us and a benefit for our employees. This gives us exactly what we need.

  ### 28. Straight forward & easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

I'm able to better manage our employees HSA contributions. Implenting this into our payroll process was very easy, and customer support has been great.

**What do you dislike about Lively HSA?**

I have not found any downsides to date. It's very user friendly.

**What problems is Lively HSA solving and how is that benefiting you?**

It was a long and difficult process before, and that is no longer the case.

  ### 29. Easy to use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 12, 2023

**What do you like best about Lively HSA?**

I like how easy it is to use Lively HSA. I'm an employee and my employer makes contributions. I can access my account and see my balance, and it is easy to find out what is covered or not covered with their helpful lists. I get in to see my balance about twice a month, each time a contribution is made. It integrated well with my companies payroll, was easy to set up, and the customer support is willing to help at any time.

**What do you dislike about Lively HSA?**

Downsides? I don't know of one yet! I've been using Lively HSA for a couple of months now and have no complaints.

**What problems is Lively HSA solving and how is that benefiting you?**

I'm getting money put in for my healthcare needs.

  ### 30. Lively HSA Account

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 29, 2024

**What do you like best about Lively HSA?**

Easy to set up.
Payroll deductions make it easy to deposit into account.
No account minimum. 
Easy to access  through app.

**What do you dislike about Lively HSA?**

I haven't had any issues or concerns that make me dislike anything.

**What problems is Lively HSA solving and how is that benefiting you?**

Recommending an HSA provider when employees sign up for a qualifying plan.

  ### 31. Lively is very user/administrator friendly

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 21, 2024

**What do you like best about Lively HSA?**

Lively is very easy to use for employees and adminstrators and their specialists are very quick to respond and handle problems very efficiently

**What do you dislike about Lively HSA?**

It would be great it Lively could provide account numbers in an easier fashion for adminstrators setting up employee payroll withdrawals

**What problems is Lively HSA solving and how is that benefiting you?**

Makes HSA accounts simple

  ### 32. Reliable HSA tool for employees and employers.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 25, 2024

**What do you like best about Lively HSA?**

Ease of use. For both company administrators and also for employees to file their claims

**What do you dislike about Lively HSA?**

Could reimburse more quickly - usually takes 2-3 days for funds to be disbursed, which lets Lively earn interest on our money.

**What problems is Lively HSA solving and how is that benefiting you?**

HSA accounts for company employees, including me!

  ### 33. Great experience with Lively

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

It's an easy to use platform that took very little time to onboard.  I would definitely recommend it to anyone wanting to setup and HSA.

**What do you dislike about Lively HSA?**

Schwab's platform has very poor customer service and I'd like alternatives

**What problems is Lively HSA solving and how is that benefiting you?**

It provides a needed platform for my HSA account.

  ### 34. Highly recommend

**Rating:** 4.5/5.0 stars

**Reviewed by:** Josie A. | Information Technology Support Specialist, Enterprise (> 1000 emp.)

**Reviewed Date:** October 12, 2023

**What do you like best about Lively HSA?**

Very easy to use as well as navigate.  I have never had an issue with my card or money being deposited.  Very reliable and helpful customer service.

**What do you dislike about Lively HSA?**

I have never had an issue with Lively.  I have only reached out to customer service with general questions and they were very helpful

**What problems is Lively HSA solving and how is that benefiting you?**

Knowing that I have the money available when I need it to go to the doctor or get supplies.

  ### 35. Great Customer Support and Care

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kivya L. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 13, 2023

**What do you like best about Lively HSA?**

Having Lively send me updates about discount coupons, which is very helpful when medication is so expensive.     

When I got my new card, I got great customer service and was given a lot of help with the uses of the account.

**What do you dislike about Lively HSA?**

I haven't had a bad experience with Lively.

**What problems is Lively HSA solving and how is that benefiting you?**

Being able to purchase medications without a huge out of pocket cost.   Lively has been great with notifications weekly that help me make better choices about my health care.   Having access to coupons and a variety of stores that take Lively makes it easier for me to make a selection that is cost effective and within my budget.

  ### 36. Great account system!

**Rating:** 5.0/5.0 stars

**Reviewed by:** April D. | Executive Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2023

**What do you like best about Lively HSA?**

Lively is simple to use and even has a lot of nice features. Support is also great. I like the ease of access to all that I want to do and its very inexpensive!

**What do you dislike about Lively HSA?**

We have to approve of the payroll in Lively. It would be great if our HR system could speak to Lively and make any changes in payroll that an employee makes in his/her account.

**What problems is Lively HSA solving and how is that benefiting you?**

They calculate everything for my contributions, and they have a great reimbursement system.

  ### 37. Sometimes my hours dont work out very well with Lively support hours.   Different time zones

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

There are friendly support that usually call back right away when there are issues.

**What do you dislike about Lively HSA?**

Getting started was rocky.  More friendly user training on site.  Maybe a manual with step by step instructions and screen shot of those screens as you use them.   Sometimes I was not sure what was all going to happen or be involved in what I may have just done.

**What problems is Lively HSA solving and how is that benefiting you?**

Getting the appoval for each payroll completed.  Helping me to understand what to do.

  ### 38. easy and reliable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tisha J. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 19, 2023

**What do you like best about Lively HSA?**

As a small business we are able to offer an HSA to our employee's that does not take a lot of work on our part.  Signing up was easy and we can view our accounts and make changes without a lot of effort.

**What do you dislike about Lively HSA?**

I have not found any at this time. Program has met our expectations.

**What problems is Lively HSA solving and how is that benefiting you?**

We are able to provide a health savings account for our employee's without a lot of overhead costs or time.

  ### 39. Excellent Customer and Admin Service!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 22, 2024

**What do you like best about Lively HSA?**

Lively HSA offers the benefits our employees want.  They receive EXCELLENT customer service and provide additional education materials for those who are learning or want more in-depth options for investing their HSA money.

**What do you dislike about Lively HSA?**

Nothing!  Lively HSA provides the service and support our employees need.

**What problems is Lively HSA solving and how is that benefiting you?**

Investment opportunities for our HSA account holders.  They are providing educational materials so that our employees stay well-informed regarding their options and also the rules and regulations regarding those options.

  ### 40. Simple HSA planning with strong customer support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joel S. | Senior Business & Tax Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 28, 2023

**What do you like best about Lively HSA?**

My favorite part of lively is the quick customer support and response time. iIalso enjoy the embedded feature of the Investment portion of my HSA account so I do not need to log in everytime.

**What do you dislike about Lively HSA?**

Not many dislikes, I would like to see an improvment to mass expense input with AI scans and spreadsheet entries for mutiple at once

**What problems is Lively HSA solving and how is that benefiting you?**

Being able to contribute and more importantly invest funds into my HSA

  ### 41. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** October 12, 2023

**What do you like best about Lively HSA?**

Using Lively HSA is super easy and the app is very easy to navigate. I have not had any issues finding what I need when I need it. It was also easy to connect my bank account to the app. I also appreciated how easy it was to get a replacement card when I lost mine. I also like that it has an eligibilty scanner built into it.

**What do you dislike about Lively HSA?**

I have not found any negatives with using Lively.

**What problems is Lively HSA solving and how is that benefiting you?**

It keeps my HSA in one place and is so easy to use that it has not added any extra stress to my life.

  ### 42. Great user experience and customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

Ease of use, customer service response is always quick and friendly

**What do you dislike about Lively HSA?**

I haven't experienced any downsides as of yet

**What problems is Lively HSA solving and how is that benefiting you?**

They are providing a great service to our employees that is easy to use and worry free.

  ### 43. Lively HSA is so easy to manage.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelsi L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 12, 2023

**What do you like best about Lively HSA?**

I find tha Lively HSA is very easy to use and is a userfriendly tool to use when it comes to healthcare platforms. The email updates are great reminders of how your accounts are doing.

**What do you dislike about Lively HSA?**

I think that everything I have used Lively HSA for lately has been only beneficial.

**What problems is Lively HSA solving and how is that benefiting you?**

Any questions, common or complex, HSA has a great support team to help!

  ### 44. Simple and easy to use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jodi V. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2023

**What do you like best about Lively HSA?**

I love that is has a simple to the point app to use. Hands on at a moment's notice which ties into frequency of use. There are multiple functions that are available on the app.

**What do you dislike about Lively HSA?**

Pending items may take a moment to post.

**What problems is Lively HSA solving and how is that benefiting you?**

Appoints for health related issues and getting them paid for immediately.

  ### 45. easy to use and great service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 20, 2024

**What do you like best about Lively HSA?**

Our customer service representative is great and easy to contact

**What do you dislike about Lively HSA?**

a little difficult for our employees to sign up at first but now all is good

**What problems is Lively HSA solving and how is that benefiting you?**

We only use the FSA not the HSA

  ### 46. Easy

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 02, 2024

**What do you like best about Lively HSA?**

EAsy sign up, setup. easy to get contributions setup. just easy

**What do you dislike about Lively HSA?**

I hate healthcare in general. But making it easy makes life simpler.

**What problems is Lively HSA solving and how is that benefiting you?**

a financial saftey net.

  ### 47. HSA fan

**Rating:** 5.0/5.0 stars

**Reviewed by:** Neeraj N. | Enterprise (> 1000 emp.)

**Reviewed Date:** February 29, 2024

**What do you like best about Lively HSA?**

As money gets carried over to the next year if unused is the reason i like this.

**What do you dislike about Lively HSA?**

Nothing. Everything is good and i like it

**What problems is Lively HSA solving and how is that benefiting you?**

Dental problems

  ### 48. Everything you could want in an HSA

**Rating:** 5.0/5.0 stars

**Reviewed by:** Trevor S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 17, 2023

**What do you like best about Lively HSA?**

Everything just works like you would want. I can invest my funds, getting a card replacement is a breeze. I don't know how good their customer service is because I don't have to call them!

**What do you dislike about Lively HSA?**

Honestly there's nothing to complain about!

**What problems is Lively HSA solving and how is that benefiting you?**

Lively provides us with our HSA, and it does a great job doing it.

  ### 49. Thank you Lively for making things very accessible and user friendly for me

**Rating:** 5.0/5.0 stars

**Reviewed by:** Israel L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 12, 2023

**What do you like best about Lively HSA?**

I love how used friendly, accessible, and clear everything is.

**What do you dislike about Lively HSA?**

Absolutely nothing. I've had other setups with other companies and it truly does not compare.

**What problems is Lively HSA solving and how is that benefiting you?**

It's basically like having a bank account. It's super practical and use friendly. Plus, keeps everything clear and organized. You can't mess it up or misunderstand it even if you try.

  ### 50. Outstanding Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 19, 2023

**What do you like best about Lively HSA?**

The website is easy to navigate, it's to add employee and upload data. But most importantly and most enjoyable is the friendliness and helpfulness of my Account Manger. She is the best and I love working with her.

**What do you dislike about Lively HSA?**

There isn't anything professionally that I do not like abut Lively HSA.  I haven't used my personal account enough to experience any hiccups, I would have to say that to date I do not have any dislikes.

**What problems is Lively HSA solving and how is that benefiting you?**

I do not currently have issue that need to be resolved.  Howvever, Lively was able to switch an employee's contribution from the employer's contribution that I submitted in error.


## Lively HSA Discussions
  - [What is Lively HSA used for?](https://www.g2.com/discussions/what-is-lively-hsa-used-for)

- [View Lively HSA pricing details and edition comparison](https://www.g2.com/products/lively-hsa/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-21+09%3A02%3A06+-0500&secure%5Bsession_id%5D=72733654-00c4-4a9c-99dc-df5f1bec87d7&secure%5Btoken%5D=1a3f161675a65772916acd4575705e8f61c9829312d275c959046888346bcd48&format=llm_user)
## Lively HSA Integrations
  - [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews)
  - [Dayforce](https://www.g2.com/products/dayforce/reviews)
  - [Employee Navigator](https://www.g2.com/products/employee-navigator/reviews)
  - [isolved](https://www.g2.com/products/isolved/reviews)
  - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews)

## Lively HSA Features
**Benefits Administration Platform Features**
- Benefits Record Management
- Enrollment Planning
- Third-Party Carrier Integration
- Document Management
- Total Compensation Statements
- Self-Service Portal
- Regulatory Compliance
- Mobile Benefits Access

**Analytics - Lifestyle Spending Account (LSA)**
- Assessment
- Analysis

**Platform - Health Savings Account (HSA)**
- Evidence
- Funding
- Reimbursement
- Education

**Benefits Administration Platform Features**
- Benefits Record Management
- Enrollment Planning
- Third-Party Carrier Integration
- Document Management
- Total Compensation Statements
- Self-Service Portal
- Regulatory Compliance
- Benefits Dashboards
- Mobile Benefits Access
- Integrations / APIs
- Internationalization
- Mobility

**Platform - Lifestyle Spending Account (LSA)**
- Funding
- Market Diversity
- Customizability
- Reward & Incentive

**Data - Health Savings Account (HSA)**
- History
- Analysis

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Image-to-Text

**Platform**
- Customization 
- Integration APIs
- Internationalization
- User, Role, and Access Management
- Dashboards

## Top Lively HSA Alternatives
  - [WEX Benefits](https://www.g2.com/products/wex-benefits/reviews) - 3.7/5.0 (83 reviews)
  - [Forma](https://www.g2.com/products/formabenefits/reviews) - 4.8/5.0 (818 reviews)
  - [isolved](https://www.g2.com/products/isolved/reviews) - 4.3/5.0 (1,281 reviews)

