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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 131-140 out of 520

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

"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.

AU

Anonymous User

06/27/23

3 out of 5

"Modern option but deceptive business practices"

What do you like best about Guideline? Modern interface, simple investment choices and straightforward management of 401k 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

4.5 out of 5

"Easy to setup and cost effective plan for small businesses"

What do you like best about Guideline? Guideline provides easy to setup and understand plans that offers good investment plans for employees. What do you dislike about Guideline?

AU

Anonymous User

06/27/23

4.5 out of 5

"Real people emailed me back- and fast!"

What do you like best about Guideline? Retirement savings is made easy. I like that it syncs with gusto. The support was SURPRISINGLY AMAZING.

AU

Anonymous User

06/27/23

4.5 out of 5

"Real people emailed me back- and fast!"

What do you like best about Guideline? Retirement savings is made easy. I like that it syncs with gusto. The support was SURPRISINGLY AMAZING.

AU

Anonymous User

06/27/23

4.5 out of 5

"Easy to setup and cost effective plan for small businesses"

What do you like best about Guideline? Guideline provides easy to setup and understand plans that offers good investment plans for employees. What do you dislike about Guideline?

AU

Anonymous User

06/27/23

3 out of 5

"Modern option but deceptive business practices"

What do you like best about Guideline? Modern interface, simple investment choices and straightforward management of 401k 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].