--- 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 & 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. Great front to back end experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Lively HSA?** The online platform is simple and easy to understand, making managing my HSA funds a breaze! I'm able to set push notifications to my phone so I know when a purchase is made, or a deposit is funded. **What do you dislike about Lively HSA?** So far, I haven't found anything I dislike about Lively HSA. **What problems is Lively HSA solving and how is that benefiting you?** Easy of HSA managemnt. Quick and easy view of my HSA funds. ### 2. Great experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Lively HSA?** The ease of setup and the routine reminders **What do you dislike about Lively HSA?** Adding an employee when cycle has already been initiated **What problems is Lively HSA solving and how is that benefiting you?** Coordination of employees in one location ### 3. Lively is a great HSA solution - Easy reimbursements, uploads and account access. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Lively HSA?** Great user experience - easy to understand interface, helpful resource guides. lively really makes it simple for end users and administrators. **What do you dislike about Lively HSA?** Nothing. I've worked with other HSA companies and Lively is by far my favorite for ease of use both as an administrator and as an end user. **What problems is Lively HSA solving and how is that benefiting you?** We wanted an easy to use, co pant sponsored HSA solution. ### 4. Easy to follow **Rating:** 4.5/5.0 stars **Reviewed by:** Brittany C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Lively HSA?** Very easy to set up and use. Def beneficial and make you stay on track of finances for medical. **What do you dislike about Lively HSA?** Wish I could adjust my contributing on my own **What problems is Lively HSA solving and how is that benefiting you?** It sets up a preloaded card straight from your check so you can set your budget for Healthcare each year ### 5. Lively is easy to use and the interface on the app works great with my phone. **Rating:** 5.0/5.0 stars **Reviewed by:** Amber M. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Lively HSA?** I like that my HSA information is readily available and easy to access. **What do you dislike about Lively HSA?** The only dislike I have is with the how the app works with Charles Swabbs app. It is difficult to transition from one app to the other. **What problems is Lively HSA solving and how is that benefiting you?** Easy of access with HSA accounts ### 6. Affordable & Easy to Use HSA Option **Rating:** 5.0/5.0 stars **Reviewed by:** Robert H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Lively HSA?** Affordable HSA option. easy & intuitive platform. **What do you dislike about Lively HSA?** Customer support is sometimes slow to respond. **What problems is Lively HSA solving and how is that benefiting you?** Paying for healthcare costs. ### 7. Tech portal, easy to use and admin HSA **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie A. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Lively HSA?** Nice UI. Very easy to both use as an HSA participant and also to administer for the firm. Support is very helpful when needed. **What do you dislike about Lively HSA?** Nothing so far! Never had an issue and any general HSA queries were answered quickly and efficiently **What problems is Lively HSA solving and how is that benefiting you?** We use high deductible health insurance plans so it provides the HSA service/portal for that ### 8. Lively HSA **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Lively HSA?** Lively has a very user friendly enterface. Easy to get around and understand the features. **What do you dislike about Lively HSA?** Unfortuantely, Lively support is not too helpful. The few times I have had to reach out it took awhile to get the problem looked into. **What problems is Lively HSA solving and how is that benefiting you?** Lively makes it extremely easy to submit HSA contirbutions as well as make changes. ### 9. Service with a Smile **Rating:** 5.0/5.0 stars **Reviewed by:** Dirk A. | Financial Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Lively HSA?** They are very freindly and quickly resolve any issues that I've had. They offer a great service and the account earns interest on the balance. **What do you dislike about Lively HSA?** I honestly cannot think of a single thing that I would like to see changed. **What problems is Lively HSA solving and how is that benefiting you?** We needed a simple and effective platform for our HSA and Lively is it. ### 10. Great experience with Lively HSA. Would recommend! **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Lively HSA?** The platform is easy to use and the customer support is helpful. **What do you dislike about Lively HSA?** I dislike that there is an annual fee if you're below $3000 in your portfolio. **What problems is Lively HSA solving and how is that benefiting you?** Building a good emergency fund for Health Insurance. ### 11. Great to have **Rating:** 5.0/5.0 stars **Reviewed by:** Laci R. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Lively HSA?** helps me save for the medical expenses that come up **What do you dislike about Lively HSA?** I dont think there is anything as of yet **What problems is Lively HSA solving and how is that benefiting you?** Helps me manage money and save for the unexpected medical expenses ### 12. Good service and easy to use site and app **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Lively HSA?** How easy it is to manage your account and help with questions **What do you dislike about Lively HSA?** Nothing. It is all so easy to use and great support **What problems is Lively HSA solving and how is that benefiting you?** Helps with getting new employees started and help with any changes ### 13. Clean & Simple! **Rating:** 5.0/5.0 stars **Reviewed by:** Linda G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2023 **What do you like best about Lively HSA?** We've used Lively HSA for our employee HSA accounts for over a year. It's a simple, easy, user-friendly program to use and the app is great for our employees. I'm able to assist team members even when I'm away from the office. The Lively team was super helpful when setting up our account. **What do you dislike about Lively HSA?** We have not experienced anything negative with Lively. **What problems is Lively HSA solving and how is that benefiting you?** Ease of use and access to employee HSA accounts at our fingertips. ### 14. Great company to work with. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Lively HSA?** Very responsive and website is easy to navigate. Customer support is great and ease of implementation was a snap. **What do you dislike about Lively HSA?** Some of the choices get a little overwhelming. **What problems is Lively HSA solving and how is that benefiting you?** Lively has solved our HSA problem. ### 15. Easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Lively HSA?** Lively mobile app is very user friendly and helpful on what is covered. You can easily know before you buy. You can see funds and how they are used. **What do you dislike about Lively HSA?** If you search something specific it won't come up ex: glasses. It is in there, you just have to navigate to it. **What problems is Lively HSA solving and how is that benefiting you?** Knowing how much funds are available at all times ### 16. Great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Lively HSA?** It's easy to use. And I love that I am saving for future health needs. **What do you dislike about Lively HSA?** I haven't been a member of Lively for long so I would say that I still needs to become accustom to the number of featues available. **What problems is Lively HSA solving and how is that benefiting you?** Lively is helping to keep my insurance premiums to a minimum. ### 17. Lively great card for HSA **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos L. | Senior Field Service Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Lively HSA?** Very easy to use app works well and keeps me informed **What do you dislike about Lively HSA?** Nothing works great I've used it in many places **What problems is Lively HSA solving and how is that benefiting you?** Saving money for health spending is great ### 18. Great experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Lively HSA?** Lively HSA is user friendly and makes it easy to track my account. I love how I can save up my reimbursements and cash them in all at one time. **What do you dislike about Lively HSA?** I don't love that there's a service fee, but that's life. **What problems is Lively HSA solving and how is that benefiting you?** Lively HSA gives me the opportunity to invest money from my HSA account and grow it. ### 19. Approval for charges a lot easier. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Lively HSA?** Ease of use. Quick responce with customer service. **What do you dislike about Lively HSA?** Website was a chalange to set up, but once set up it was fine. **What problems is Lively HSA solving and how is that benefiting you?** Lowering cost of Health Insurance. ### 20. Easy to use with a simple and informative app **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Lively HSA?** I need to use it more but i have always preferred an HSA to a traditional health plan as it allows me to plan out expenses **What do you dislike about Lively HSA?** Nothing i can think of. It's convenient and all knowledge i need is a click away **What problems is Lively HSA solving and how is that benefiting you?** Provides a low-cost health solution to employees ### 21. Excellent option to health care **Rating:** 4.0/5.0 stars **Reviewed by:** Sandra B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Lively HSA?** I like the $200/month for medical expenses and it can be used for my husband, who is not on my ins plan. **What do you dislike about Lively HSA?** I'm not set up for online banking through Lively; I would like to log on to ck balance in acct more often; but not set up yet!/ **What problems is Lively HSA solving and how is that benefiting you?** They over billed my employer this month; but they are supposed to correct this. ### 22. Lively is user friendly. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Lively HSA?** Easy to use and Helpful customer service. **What do you dislike about Lively HSA?** Nothing, Lively is employee and employeer beneficial. **What problems is Lively HSA solving and how is that benefiting you?** Health care costs for employees. ### 23. Slick program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Lively HSA?** I really appreciate the ease of use and accessibility of the Lively website and their customer service. Easy to request new cards and update my information. **What do you dislike about Lively HSA?** I have found nothing that I dislike about Lively yet. **What problems is Lively HSA solving and how is that benefiting you?** Ease of uploading and employee usage. ### 24. Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Amy H. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Lively HSA?** I appreciate how easy it is to view all of the account information a user needs, right in a convenient app. **What do you dislike about Lively HSA?** There's nothing I can think of that I specifically dislike about Lively. **What problems is Lively HSA solving and how is that benefiting you?** Lively brings great ease-of-use for our employees who have elected to use an HSA for their medical coverage. ### 25. Excellent employee benefit made easy for employer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Lively HSA?** Set-up and administration is a breeze, and love the option to link a brokerage account for investing **What do you dislike about Lively HSA?** Compared to the bank we used to use, we have found no downside **What problems is Lively HSA solving and how is that benefiting you?** Minimum time spent with set-up and administration of our plan ### 26. useful and effective tool for managing Health Care expenses **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Lively HSA?** Easy to use, readily accepted. Great Flexibility **What do you dislike about Lively HSA?** Customer support could be more responsive **What problems is Lively HSA solving and how is that benefiting you?** One source for savings for and distribution of medical expenses. ### 27. HR Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Lively HSA?** The website is easy to use and you can toggle from personal to business accounts. **What do you dislike about Lively HSA?** Customer service isn't available when you call. **What problems is Lively HSA solving and how is that benefiting you?** Adminstration of our HSA program. ### 28. it's easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Lively HSA?** It's very easy to use. They send emails on a regular basis **What do you dislike about Lively HSA?** I wish it was a little more lively. LOL **What problems is Lively HSA solving and how is that benefiting you?** They are telling me what is in my Health savings account ### 29. HSA management tools that are intuitive & just work **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2023 **What do you like best about Lively HSA?** Everything is easy to use & just works as it should **What do you dislike about Lively HSA?** It's not always clear whether a late-arriving contribution request is going to be made on which payroll run **What problems is Lively HSA solving and how is that benefiting you?** Managing HSAs ### 30. Pleased **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Lively HSA?** Access to information through the website is easy and seamless. **What do you dislike about Lively HSA?** I would like to see actual invoices rather than reports. **What problems is Lively HSA solving and how is that benefiting you?** None needed or requested at this time ### 31. Easiest to use, Most powerful HSA on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen S. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2021 **What do you like best about Lively HSA?** Lively is a dream to use. Compared to most payroll and benefits software, Lively is easy to set up, easy to use, easy to update, easy to connect to payroll, easy to withdraw/reimburse, easy to receive a physical card, and easy to invest with. **What do you dislike about Lively HSA?** Lively could help me pay my medical bill invoices! Lively could help negotiate medical bills. **What problems is Lively HSA solving and how is that benefiting you?** I was looking for the best HSA option that also worked well with our PEO (Justworks) and our health insurance (Aetna). This has worked well and saves time. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+07%3A22%3A47+-0500&secure%5Bsession_id%5D=0c00c823-f29f-4293-949e-8fa45eb0ea6a&secure%5Btoken%5D=631046d491609e9a9bf78a55382300464881215e859c3e48c601daabbdd30863&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 (1,283 reviews)