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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 461-470 out of 520

AU

Anonymous User

09/09/21

5 out of 5

"Guideline makes it easy for everyone"

What do you like best about Guideline? Guideline is most helpful in my business because it takes the stress off of my plate. Once an employee is onboarded in Gusto, Guideline is completely automated and easy to understand. The platform is user-friendly and customer support is very easy to get ahold of.

MR

Mario R

08/27/21

1 out of 5

"Sloppy and Unreliable"

What do you like best about Guideline? Clean and simple interface and very clear when you have a task due. What do you dislike about Guideline?

GR

Grant R

08/17/21

0 out of 5

"It's Not a Functioning Software Product and is not Supported at All"

What do you like best about Guideline? It's cheap and simple, but doesnt do a lot of what a real company would expect from an administrator. What do you dislike about Guideline?

AU

Anonymous User

06/09/21

1 out of 5

"One disaster after the next"

What do you like best about Guideline? The sales process was easy, and the rest has been a disaster. The user interface is intuitive for employees, so that's nice, and if you are working with one of their integrated payroll companies like Gusto or Zenefits then it should work in a relatively seamless way.

AU

Anonymous User

04/21/21

0 out of 5

"Worst experience I have ever had with a 401K vendor. My advice beware."

What do you like best about Guideline? Nothing, they make everything hard. They have automated any customer service out of the process. Most distrubing they require an unprecedented amount of access not only to your payroll provider but also your bank account.

DF

David F

04/20/21

5 out of 5

"The Best 401k Tool for any Small Business"

What do you like best about Guideline? As a business owner for 20+ years, I've been through many 401k plans. Without any reservation, Guidelines is simply the best. Their platform is extraordinarily easy, it integrates seamlessly with Gusto, and their support is responsive. Employees have a fair amount of control over their investments within their 401k, too.

AU

Anonymous User

04/20/21

5 out of 5

"Simple Streamlined Process to onboard - various investment options for employees"

What do you like best about Guideline? Simple onboarding process. You will be notified about what is missing with timelines. Very good mix of investment options What do you dislike about Guideline?

AU

Anonymous User

04/20/21

5 out of 5

"Smooth and Seamless"

What do you like best about Guideline? Seamless integration with Gusto and easy setup. What do you dislike about Guideline?

AU

Anonymous User

04/20/21

5 out of 5

"Super helpful team and easy portal"

What do you like best about Guideline? I love how helpful the team was to get started What do you dislike about Guideline?

HD

Heather D

04/20/21

5 out of 5

"Guideline Has Made It An Easy Process For Everyone"

What do you like best about Guideline? I like that Guideline is easy! It was easy to set up from the employer's standpoint, and it was easy as an employee setting up my 401K. As the HR manager, I always get tons of questions when employees are setting up this kind of stuff, and I didn't have any. That's how easy it was!

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