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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 51-60 out of 520

AU

Anonymous User

09/26/23

4 out of 5

"Great service, but limited in options for plan design"

What do you like best about Guideline? Great fund options and reasonable fees. Designing a 401k is a daunting task, but Guideline makes it easy. What do you dislike about Guideline?

KM

Katja M

09/26/23

3.5 out of 5

"Guideline works for a small company"

What do you like best about Guideline? Easy to use and intuitive. Works with Namely What do you dislike about Guideline?

AU

Anonymous User

09/26/23

4 out of 5

"Easy onboarding and seamless management!"

What do you like best about Guideline? We use Guideline in conjunction with Gusto for our payroll. The onboarding and integration process was easy and smooth, and ever since then it just works!

AU

Anonymous User

09/26/23

4.5 out of 5

"Efficient and effective use of 401(k)."

What do you like best about Guideline? The initial onboarding was very clear without any ambiguity What do you dislike about Guideline?

AU

Anonymous User

09/26/23

4.5 out of 5

"Helps support compliance"

What do you like best about Guideline? They keep your locations in compliance and provide good reminders when things are due. What do you dislike about Guideline?

AU

Anonymous User

09/26/23

4.5 out of 5

"Easy to launch and run a 401k program"

What do you like best about Guideline? It's been shockingly simple to launch a 401K program with a match that integrates directly with Gusto, our payroll provider! And it's now been maybe 3 or 4 years and everything has worked seamlessly!

HR

Hank R

09/26/23

4.5 out of 5

"Great experience for employer and employee"

What do you like best about Guideline? The intuitive user interface is great. they also have great customer service What do you dislike about Guideline?

BR

Brian R

09/26/23

5 out of 5

"Easy to use, glad to be able to offer it to our team!"

What do you like best about Guideline? Ease of use, walks us through every step. What do you dislike about Guideline?

KM

Karen M

09/26/23

5 out of 5

"Easy to use, super hands off, and user-friendly!"

What do you like best about Guideline? Easy to use, super hands off, and user-friendly! I highly recommend this for small to mid-sized companies. If your HRIS/payroll system integrates with Guideline, everything is streamlined and automatically updated/processed including enrollments, contribution updates, and loans.

CA

Chelsea A

09/26/23

5 out of 5

"Guideline made everything so easy"

What do you like best about Guideline? I don't have to worry about any of the compliance anymore with 401(k). I would much rather have a third-party like guideline to take care of us. I would highly recommend signing up and not risking any legal compliance. Thank you guideline for everything you do.

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