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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 161-170 out of 520

ME

Meghan E

06/15/23

4 out of 5

"Retirement Savings - No thinking required!"

What do you like best about Guideline? I like that we can set up auto contributions and simply forget about it and let it grow. What do you dislike about Guideline?

AU

Anonymous User

05/25/23

3.5 out of 5

"Seamless integration for a small group plan"

What do you like best about Guideline? I love the integration of the plan with the HRIS systems. The funding of the plan and file feeds are seamless. It is very straightforward. Employees are able to be auto-enrolled and the platform is easy to use.

PE

Paul E

05/23/23

5 out of 5

"Guideline provides an easy to use and cost effective platform for providing my team w/ 401K benefits"

What do you like best about Guideline? I love the platform, the UI, the simplicity, and everything about using Guideline. I've used investment tools and HR software and they all suck in comparison.

AU

Anonymous User

05/22/23

5 out of 5

"Happy With Guideline"

What do you like best about Guideline? Guideline was easy to set up and easy to use. Since it is tied into our Quickbooks account everything is automated. What do you dislike about Guideline?

AU

Anonymous User

05/21/23

5 out of 5

"Great experience using Guideline for our small business"

What do you like best about Guideline? The platform (cloud based app) is easy to use, well laid out, and contains the resources we need. What do you dislike about Guideline?

EM

Ethan M

05/17/23

5 out of 5

"Very easy 401k set up and administration"

What do you like best about Guideline? The best part about guideline is the integration with a number of payroll systems, including Gusto. There is no manual transfers that need to be set up and sent, which really helps us as a small organization.

AU

Anonymous User

05/17/23

3.5 out of 5

"Efficient but not particularly flexible"

What do you like best about Guideline? Guideline is an easy to use system, which is particularly important for a small organization. It is responsive to requests for additional information and assistance.

JL

Justin L

05/16/23

5 out of 5

"Guideline gave my employees a 401k they can understand"

What do you like best about Guideline? Guideline makes it easy for my employees. We utilize Gusto and the 401k implementation has been an amazing fit! What do you dislike about Guideline?

JM

Jenna M

05/16/23

5 out of 5

"Guideline is a great solution for small businesses. Very affordable and easy to use!"

What do you like best about Guideline? Ease of use and low administration fees! What do you dislike about Guideline?

KS

Kylie S

05/16/23

5 out of 5

"Paralegal"

What do you like best about Guideline? It was super easy for me to create my 401k! What do you dislike about Guideline?