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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 431-440 out of 520

AU

Anonymous User

03/01/22

4.5 out of 5

"As simple as can be, love it!"

What do you like best about Guideline? Be far, my favorite aspect of Guideline is the simplicity and how well it integrates into Gusto.com What do you dislike about Guideline?

KS

Kelley S

03/01/22

5 out of 5

"Great services without having to dedicate too much time."

What do you like best about Guideline? The ease of use for the customer side is very nice, and although we are a small company now, it seems like as we grow, the transition to more employees will be acceptable.

AU

Anonymous User

01/27/22

5 out of 5

"Incredibly easy to use - best 401k software on the market."

What do you like best about Guideline? Very clean dashboards and a quick to load site. What do you dislike about Guideline?

JH

Jason H

01/25/22

0 out of 5

"Poor ADP integration and awful customer service"

What do you like best about Guideline? Guideline was easy to set up for both my employees and me. What do you dislike about Guideline?

AU

Anonymous User

12/16/21

1.5 out of 5

"How does a 401K Software struggle to process contributions?"

What do you like best about Guideline? The interface is clean and easy to understand for new employees, even those with bare minimum 401k knowledge What do you dislike about Guideline?

AU

Anonymous User

11/30/21

1 out of 5

"Great until a problem, then double bank debits, incorrect 401(k) balances. No Customer Service"

What do you like best about Guideline? Ease of use when actually working and no issues What do you dislike about Guideline?

TT

Tiffany T

11/18/21

5 out of 5

"Investing made easy for anybody!"

What do you like best about Guideline? I love how easy it is to view my 401k and stock portfolio. I've never been an expert at investing, and I love that Guideline does everything for me. It's a very easy and straightforward platform to use.

TT

Tiffany T

11/18/21

5 out of 5

"Investing made easy for anybody!"

What do you like best about Guideline? I love how easy it is to view my 401k and stock portfolio. I've never been an expert at investing, and I love that Guideline does everything for me. It's a very easy and straightforward platform to use.

AU

Anonymous User

10/21/21

4.5 out of 5

"Effective and Helpful 401(k) Administration"

What do you like best about Guideline? I like that it automatically syncs to our payroll system so it's basically a no-brainer. What do you dislike about Guideline?

AU

Anonymous User

10/21/21

4.5 out of 5

"Effective and Helpful 401(k) Administration"

What do you like best about Guideline? I like that it automatically syncs to our payroll system so it's basically a no-brainer. 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].