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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 231-240 out of 520

AM

Andrea M

01/10/23

4.5 out of 5

"Easy to use and sync with Gusto Payroll"

What do you like best about Guideline? Syncs seamlessly with my payroll software. I really don't have to do anything at all. What do you dislike about Guideline?

AU

Anonymous User

01/10/23

5 out of 5

"Guideline has been the most cost effective 401 providers we've ever used, often recommended!"

What do you like best about Guideline? Cost, Easy to Use Portal, Great customer service, and step by step guidance throughout the reporting process. I constantly refer them to friends and other small business owners.

SS

Sarah S

01/10/23

5 out of 5

"Guideline has made providing benefits for company employees easy and affordable!"

What do you like best about Guideline? Ease of setup and use. Cost effectiveness. What do you dislike about Guideline?

AU

Anonymous User

01/10/23

3.5 out of 5

"Simple, easy to use for a small business."

What do you like best about Guideline? That is was easy to set up and had a low cost. What do you dislike about Guideline?

AU

Anonymous User

01/10/23

5 out of 5

"Guideline Experience is Exceptional!"

What do you like best about Guideline? Guideline provides my Employees and myself, as the business owner, the most user-friendly and exceptional customer services experience I've had in over 20 years.

AU

Anonymous User

01/10/23

3 out of 5

"Need to make it easier for administrators!"

What do you like best about Guideline? Integrated with Square. Amanda G in customer service is fabulous. What do you dislike about Guideline?

HK

Haley K

01/10/23

5 out of 5

"An offer to support employees futures."

What do you like best about Guideline? Guideline made setting up a 401k program for our company incredibly easy. The integration with Gusto drew me to Guideline initially, but through the setup process I was impressed at how thoughtful their onboarding surveys were. Every company is unique, and they were able to help me determine what safe harbor plan was best. It was a great addition to our employees, who felt more secure in their future because we could offer it.

JS

Julie S

01/10/23

4 out of 5

"Good 401k solution for small companies"

What do you like best about Guideline? I like Guideline's customer-forward UI--it's very easy for laypeople to navigate and get the information they need, both from an employer and employee perspective.

CY

Chengyang Y

01/10/23

4 out of 5

"Pretty smooth but could use more information and person-to-person communication"

What do you like best about Guideline? Automated enroll process and monthly updates and reminders What do you dislike about Guideline?

SC

Sean C

01/10/23

4.5 out of 5

"Nearly set it and forget it. Its ease of use is incomparable."

What do you like best about Guideline? Ease of use. Little labor overhead is required. Connects with other HR software. 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].