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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 261-270 out of 520

DF

Darryl F

11/29/22

5 out of 5

"Easy to use"

What do you like best about Guideline? I like how simple it is to setup and use. My employees love it. What do you dislike about Guideline?

AU

Anonymous User

11/29/22

4 out of 5

"Affordable plan for small business"

What do you like best about Guideline? Easy to administer, low costs associated What do you dislike about Guideline?

SM

Steven M

11/29/22

4 out of 5

"Great solution for small business"

What do you like best about Guideline? I like the simple layout and the fact that it connects with our Payroll platform. What do you dislike about Guideline?

DV

Danielle V

11/29/22

5 out of 5

"401k plans made simple"

What do you like best about Guideline? Guideline makes offering 401k plans for my employees extremely easy. As a business owner, time is of the essence, so anything that makes things faster and easier is best. Guideline saves me the headache, so I can get back to managing my business.

CB

Caitlin Bartley M

11/29/22

5 out of 5

"Makes it super easy for us"

What do you like best about Guideline? Connects straight to our payroll platform and pretty self sufficient/very little lift on our end. They handle everything and makes it so easy. When questions, easy to pick up the phone and talk to someone which I appreciate.

CC

Carolyn C

11/29/22

5 out of 5

"Amazing!"

What do you like best about Guideline? It is so simple to set up and make changes. I love that I can have all my money from my previous jobs in one spot and make changes to my portfolio easily.

PP

Patrick P

11/29/22

5 out of 5

"Guideline has been an easy way for our small business to offer a 401K retirement benefit"

What do you like best about Guideline? Seemless integration with Gusto Payroll is great. There is almost no additional effort in administering Guideline. It is all automated.

UH

Upal H

11/29/22

3.5 out of 5

"Decent 401k option."

What do you like best about Guideline? It's lightweight, relatively easy to use, and they have pretty good customer support. I also like that they integrate with my payroll provider, so that makes things a bit easier on me.

KN

Katie N

11/29/22

4.5 out of 5

"Great Retirement Provider"

What do you like best about Guideline? Super easy to use and set up and it syncs with Gusto! What do you dislike about Guideline?

AU

Anonymous User

11/29/22

4.5 out of 5

"Great for Small Businesses"

What do you like best about Guideline? Integrated into Quickbooks and setup was very easy. 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].