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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 161-170 out of 520

ME

Meghan E

06/15/23

4 out of 5

"Retirement Savings - No thinking required!"

What do you like best about Guideline? I like that we can set up auto contributions and simply forget about it and let it grow. What do you dislike about Guideline?

AU

Anonymous User

05/25/23

3.5 out of 5

"Seamless integration for a small group plan"

What do you like best about Guideline? I love the integration of the plan with the HRIS systems. The funding of the plan and file feeds are seamless. It is very straightforward. Employees are able to be auto-enrolled and the platform is easy to use.

PE

Paul E

05/23/23

5 out of 5

"Guideline provides an easy to use and cost effective platform for providing my team w/ 401K benefits"

What do you like best about Guideline? I love the platform, the UI, the simplicity, and everything about using Guideline. I've used investment tools and HR software and they all suck in comparison.

AU

Anonymous User

05/22/23

5 out of 5

"Happy With Guideline"

What do you like best about Guideline? Guideline was easy to set up and easy to use. Since it is tied into our Quickbooks account everything is automated. What do you dislike about Guideline?

AU

Anonymous User

05/21/23

5 out of 5

"Great experience using Guideline for our small business"

What do you like best about Guideline? The platform (cloud based app) is easy to use, well laid out, and contains the resources we need. What do you dislike about Guideline?

AU

Anonymous User

05/17/23

3.5 out of 5

"Efficient but not particularly flexible"

What do you like best about Guideline? Guideline is an easy to use system, which is particularly important for a small organization. It is responsive to requests for additional information and assistance.

EM

Ethan M

05/17/23

5 out of 5

"Very easy 401k set up and administration"

What do you like best about Guideline? The best part about guideline is the integration with a number of payroll systems, including Gusto. There is no manual transfers that need to be set up and sent, which really helps us as a small organization.

AU

Anonymous User

05/16/23

4 out of 5

"Full service 401(k) platform with minimal fees; great for early stage start-ups!"

What do you like best about Guideline? Easy to get started Very low management fees (much better than competitors)

KA

Karolina A

05/16/23

4 out of 5

"Convienient"

What do you like best about Guideline? The email updates relating to my monthly contribution. What do you dislike about Guideline?

JL

Justin L

05/16/23

5 out of 5

"Guideline gave my employees a 401k they can understand"

What do you like best about Guideline? Guideline makes it easy for my employees. We utilize Gusto and the 401k implementation has been an amazing fit! 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].