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Guideline - New SaaS Software

Guideline Reviews in July 2026: User Ratings, Pros & Cons

Secure your financial future with Guideline.

2.9

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Guideline Reviews & Ratings

2.9

Good

Based on 12 ratings & 520 reviews

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Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terrible

(24)

Spotsaas Editor’s POV

Guideline provides a streamlined approach to 401(k) management for small businesses, making retirement planning accessible and straightforward. Its user-friendly platform simplifies compliance and administration tasks, ensuring peace of mind for both employers and employees.Read more

Guideline pros and cons

  • Affordable 401(k) solution

  • Simplifies plan administration

  • Comprehensive compliance management

  • User-friendly interface

  • Limited to 401(k) plans

  • Not suitable for large businesses

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Showing 111-120 out of 520

AS

Aaron S

07/06/23

4 out of 5

"Easy to use, lack of investment options"

What do you like best about Guideline? its a fool. proof idiot proof way to offer investment options. Setup was super easy and nice to get going. The sliding scale configuration of allocations and amounts is super friendly to use

AU

Anonymous User

07/06/23

5 out of 5

"Wish I moved to Guideline sooner"

What do you like best about Guideline? I moved my organization from the Paychex retirement plan to Guideline a few years back and wished I had made the change sooner. I save hundreds of dollars a month on the service, and it is also a lot easier to manage, make changes, and run profit sharing. Additionally, the team members find the system easier to use when managing their retirement plans.

AU

Anonymous User

07/06/23

5 out of 5

"Easy to use"

What do you like best about Guideline? Guideline has been a terrific resource for our small company. They have been flexible as we've changed between payroll providers, which means I have one less thing to worry about. Our employees have found Guideline easy to use and to work with when they've needed assistance. I highly recommend Guideline!

AU

Anonymous User

07/06/23

5 out of 5

"Wish I moved to Guideline sooner"

What do you like best about Guideline? I moved my organization from the Paychex retirement plan to Guideline a few years back and wished I had made the change sooner. I save hundreds of dollars a month on the service, and it is also a lot easier to manage, make changes, and run profit sharing. Additionally, the team members find the system easier to use when managing their retirement plans.

AU

Anonymous User

07/06/23

5 out of 5

"Easy to use"

What do you like best about Guideline? Guideline has been a terrific resource for our small company. They have been flexible as we've changed between payroll providers, which means I have one less thing to worry about. Our employees have found Guideline easy to use and to work with when they've needed assistance. I highly recommend Guideline!

KB

Kaleigh B

07/05/23

4.5 out of 5

"Helpful service for 401(K)"

What do you like best about Guideline? It has been easy to use and it integrates easily with Gusto, our payroll service. What do you dislike about Guideline?

KB

Kaleigh B

07/05/23

4.5 out of 5

"Helpful service for 401(K)"

What do you like best about Guideline? It has been easy to use and it integrates easily with Gusto, our payroll service. What do you dislike about Guideline?

MH

Michael H

06/30/23

1 out of 5

"Arrogant and Frustrating"

What do you like best about Guideline? What I appreciate the most about Guideline is its seamless integration with our payroll provider, Rippling. This feature not only streamlines the management process but also ensures that every change in employment status is reflected accurately and promptly in our system. Employee accounts are automatically created when a new member joins our team and likewise, terminated when an employee departs. This direct integration reduces the manual workload and ...

Read more

TS

Tamir S

06/29/23

5 out of 5

"Super easy to administer, full featured and cost effective!"

What do you like best about Guideline? Easy to administer. 401ks can be very time-consuming to administer, documents to sign, complex configuration, payroll adjustments, etc. Supprt in the rare cases it is needed is also great.

GB

Gen B

06/29/23

4.5 out of 5

"Very good system for the basics"

What do you like best about Guideline? Ease of use and the platform is easy to navigate. What do you dislike about Guideline?

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].