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Guideline - New SaaS Software

Guideline Reviews in May 2025: 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

Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terible

(24)

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Showing 511-520 out of 520

AU

Anonymous User

02/23/21

0 out of 5

"If you like your employees, avoid Guidline"

What do you like best about Guideline? It's a very simple to use 401k program. You get what you pay for. What do you dislike about Guideline?

CM

Clare M

10/19/20

4 out of 5

"Getting started with Guideline (edit to original review)"

What do you like best about Guideline? (Edit 10/19/20) What you will read below did indeed happen. The onboarding was *rough*. All that said, we've now had a full year with no issues. Reporting is clear. Price is reasonable. And the dashboard is easy to use. Maybe because I now have distance from our very difficult start, I'm now satisfied with Gusto. All this said: MAKE SURE YOU LEAVE PLENTY OF TIME TO ONBOARD. DO NOT TRY TO BECOME A NEW CUSTOMER NEAR THE END OF THE TAX YEAR, AS WE DID.

MR

Maria R

09/24/20

4.5 out of 5

"Great option for small businesses or startups for their employees!"

What do you like best about Guideline? Guideline is a great low-cost option for small businesses or startups to be able to offer a 401K retirement option for their employees and compete for top talent with other larger companies. It's a very simple and seamless onboarding experience for the company and the employee - set it and forget it!

AU

Anonymous User

08/28/20

0.5 out of 5

"total lack of customer support and poduct knowledge"

What do you like best about Guideline? pricing but you get what you pay for sorry. What do you dislike about Guideline?

RW

Robert W

01/07/20

4.5 out of 5

"Guideline Helpful for Administering 401(k) Accounts"

What do you like best about Guideline? Guideline streamlines the process of enrolling in a 401(k) and choosing investments. What do you dislike about Guideline?

DJ

David J

12/23/19

0.5 out of 5

"Run away from this awful company"

What do you like best about Guideline? Their software is barely ok. Theoretically, the idea of a "401k plan as a service" is appealing, but they've failed miserably in the execution.

AU

Anonymous User

10/03/19

5 out of 5

"Guideline is a great too for tracking your 401k contributions"

What do you like best about Guideline? I really like the breakdown for each pay period stating which money came from my paycheck and which money came from the employer. Also, the statements tab is very useful. I imagine having Guideline will make it very easy come tax time in 2020 -- very glad that we are using Guideline!

JH

John H

06/04/19

4.5 out of 5

"Guideline has been a very user intuitive tool for 401k savings."

What do you like best about Guideline? Super intuitive and easy to use. Very easy to understand your package. What do you dislike about Guideline?

AU

Anonymous User

03/08/19

5 out of 5

"Very helpful, easy to use software"

What do you like best about Guideline? I like how visually appealing it is. Taking something that isn't exactly exciting (taking my money and putting it in a box till I'm older) and makes the experience fast, smooth and easy. The step by step process helps keep it simple and having explanations in layman's terms is incredibly helpful.

AU

Anonymous User

01/17/19

4 out of 5

"Just started using this year, but so far so good!"

What do you like best about Guideline? I like that they send me alerts about when things have changed to my 401k status. They help you decide on how much risk you want to take with your retirement investments.