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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 121-130 out of 520

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?

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.

BD

Brendan D

06/27/23

4 out of 5

"Quarterly Updates"

What do you like best about Guideline? Quarterly Updates. They are quarterly. Yay. What do you dislike about Guideline?

AU

Anonymous User

06/27/23

4 out of 5

"Overall Great Experience"

What do you like best about Guideline? The thing I like most about Guideline has been the ease of using their platform. From integration with Gusto, to our employees creating and managing their accounts.

AU

Anonymous User

06/27/23

4 out of 5

"401k made easy"

What do you like best about Guideline? It's integration with our payroll, the easy find metrics and the ease of administration What do you dislike about Guideline?

AU

Anonymous User

06/27/23

4 out of 5

"Solid product"

What do you like best about Guideline? Guideline is easy to use and navigate to information that we need. What do you dislike about Guideline?

AU

Anonymous User

06/27/23

4 out of 5

"So easy and automated"

What do you like best about Guideline? I think the automation is great and you have to spend very little time administrating the plan. What do you dislike about Guideline?

AU

Anonymous User

06/27/23

4 out of 5

"Simple 401k Process"

What do you like best about Guideline? Being a small company, Guideline is a great solution to offer a 401k plan without large fees but still good funds for investment. We also like the portfolio suggestions based on a short questionnaire to determine risk and return. Guideline also logs into our payroll system to process contributions instead of us remembering to do so.

BD

Brendan D

06/27/23

4 out of 5

"Quarterly Updates"

What do you like best about Guideline? Quarterly Updates. They are quarterly. Yay. What do you dislike about Guideline?

AU

Anonymous User

06/27/23

4 out of 5

"401k made easy"

What do you like best about Guideline? It's integration with our payroll, the easy find metrics and the ease of administration 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].