Guideline
Guideline is a fintech company that provides cloud-based 401(k) retirement plans for small and mid-sized businesses in the United States. It offers an all-in-one platform for plan administration, recordkeeping, and investment management, integrating with payroll systems to automate contributions and compliance. The company generates revenue through plan administration and asset-based fees charged to employers and participants.
- Payment Processing
- Wealth & Investment Software
- IT Consulting & Implementation
- Revenue
- $90.0M
- Employees
- 550
- Founded
- 2015
- Headquarters
- San Francisco, United States of America
What 5 Arbolus experts think of Guideline
The NPS scores are concentrated in the 6-10 range, with 33% promoters (NPS 9–10), 33% passives (NPS 7–8), and 33% detractors (NPS 6). Renewal intent is positive among users with over a year of tenure, while offboarding customers report lower sentiment. Most users are in the long-term post-implementation stage (>1 year), though some are currently offboarding. Key themes include reliable ongoing service and value alignment, balanced by offboarding dissatisfaction.Overall Customer Sentiment: Neutral
Who reviewed Guideline
- C-Suite 80% (4)
- Manager 20% (1)
Employer names and spend open once the report publishes.
Tell us when the Guideline report publishes.
We'll email you once the full customer report is ready, with employer names, spend and every written answer. No account needed.
Sentiment
-20 Net Promoter Score, from 5 scored reviews- Promoters 1
- Passives 2
- Detractors 2
Cumulative NPS by month
-1 over 4 months- Dec 8
- Mar 8
- Apr 7
- May 7
Net Promoter Score across 1 reviews, accumulated up to each month. Category median -20 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 50%Plan to renew, by seniority
- 100% 1 answer
- 0% 1 answer
- 9/10 Average score from customers who will renew
- 8/10 Average score from customers not renewing
More in HR & Workforce
Other companies in HR & Workforce with a customer report.
For people who use Guideline
Do you use Guideline at work?
Share your software review and get matched to paid projects. Arbolus pays you every time a client reads your review.
- 5 customers of Guideline have already contributed
Takes a few minutes. Your identity stays anonymous.