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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 21-30 out of 520

AU

Anonymous User

11/02/23

4 out of 5

"solid overall; would like a way to put money into a high-interest savings account."

What do you like best about Guideline? employees are happy with it; customer support is responsive What do you dislike about Guideline?

MC

Melissa C

11/02/23

4 out of 5

"Guideline is user friendly"

What do you like best about Guideline? I think Guideline is user friendly for the employees. The Guideline help desk is very responsive when I asked questions. I really like that it syncs with our payroll system Gusto so the admins don't have to make 401k changes manually.

AU

Anonymous User

11/01/23

5 out of 5

"Easy to setup and manage"

What do you like best about Guideline? Easy to set up, management of the plan is easy, and cost effective. What do you dislike about Guideline?

TE

Tyler E

10/31/23

5 out of 5

"Great for Small Businesses"

What do you like best about Guideline? Ease of use, available to small businesses, simple features What do you dislike about Guideline?

AU

Anonymous User

10/31/23

4.5 out of 5

"Solid Automated 401K option for small business"

What do you like best about Guideline? Guideline was extremely fast and simply to implement and integrates with payroll via Rippling. What do you dislike about Guideline?

AU

Anonymous User

10/31/23

4.5 out of 5

"SAAS 401K for Business"

What do you like best about Guideline? Easy for Users and Admins on Portal with no hassle What do you dislike about Guideline?

TC

Traci C

10/31/23

5 out of 5

"User Friendly"

What do you like best about Guideline? Easy to set up. Helpful account managers. What do you dislike about Guideline?

RT

Robyn T

10/31/23

5 out of 5

"Easy & efficient!"

What do you like best about Guideline? Ease of use with multiple features. Get emails for employee changes What do you dislike about Guideline?

CH

Christina H

10/31/23

5 out of 5

"Friendly and Helpful"

What do you like best about Guideline? It is so easy to use and the support team did great job. We are new customer and the support team answered all the questions patiently and kindly.

AU

Anonymous User

10/26/23

5 out of 5

"Easy to use, beautiful interface"

What do you like best about Guideline? I love the look and feel of the site. It makes me feel calm and not overwhelmed, which is what a lot of other financial sites tend to do to me.

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].