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Guideline - New SaaS Software

Guideline Reviews in April 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 101-110 out of 520

LT

Lauren T

07/25/23

4.5 out of 5

"Great Way to Easily Integrate Savings Plans Into Small Businesses"

What do you like best about Guideline? I love how easily Guideline integrates with Quickbooks, and how easy setting up an account is for individual users/employees.

MB

Matt B

07/25/23

4.5 out of 5

"Perfect option for Safe Harbor"

What do you like best about Guideline? Easy to adminster, integrated with payroll, and most importantly low-fee Vanguard funds. What do you dislike about Guideline?

LT

Lauren T

07/25/23

4.5 out of 5

"Great Way to Easily Integrate Savings Plans Into Small Businesses"

What do you like best about Guideline? I love how easily Guideline integrates with Quickbooks, and how easy setting up an account is for individual users/employees.

MB

Matt B

07/25/23

4.5 out of 5

"Perfect option for Safe Harbor"

What do you like best about Guideline? Easy to adminster, integrated with payroll, and most importantly low-fee Vanguard funds. What do you dislike about Guideline?

AU

Anonymous User

07/25/23

4.5 out of 5

"No brainer for a small business"

What do you like best about Guideline? We were unsure of how to offer a 401k to our employees given that benefits providers either did not support our small size or were woefully expensive. Guideline was the answer - very reasonably priced, full-featured, and capable of administering a Safe Harbor 401k. I'm also a fan of their platform UX as a benefit receiver and administrator; sleek and easy to configure.

RL

Rachel L

07/25/23

4 out of 5

"No issues, pretty straightforward."

What do you like best about Guideline? Simple reporting and easy to use for everyone. What do you dislike about Guideline?

AU

Anonymous User

07/25/23

4 out of 5

"Easy Set Up and Control"

What do you like best about Guideline? Easy set up with Quickbooks and staff was easy to work with. I am a small business with 4 employees and I don't have extra time to manage. I also need to make sure I am in compliance with the law which this will satisfy.

SM

Shabnam M

07/25/23

4 out of 5

"A good option for early stage teams"

What do you like best about Guideline? The platform is easy to use and setup, and helps us satisfy requirements for access to retirement accounts. What do you dislike about Guideline?

AU

Anonymous User

07/25/23

3.5 out of 5

"Easy setup, reasonable fees, and good integrations at the cost of limited investment options"

What do you like best about Guideline? - Easy setup - Reasonable fees

AU

Anonymous User

07/25/23

1.5 out of 5

"Gets the job done"

What do you like best about Guideline? The dashboard is easy to use. I manage multiple companies that use Guideline and it's easy to navigate between all of them without logging in and out under different usernames.