Lively HSA
Reviews
Star rating
Rank in Health Savings Account (HSA)
Pros and cons
Pros
- Ease of Use
- Customer Support
- Implementation Ease
- Setup Ease
- Intuitive
- User Interface
Cons
- Insufficient Information
- Expensive
- Claim Issues
- Login Issues
- Inadequate Tracking
- App Problems
Traffic & LLM citations
Source: G2 review data
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 49.2% |
| Mid-Market | 39.8% |
| Enterprise | 10.9% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 4 | 5.0 |
| 2025 Q1 | 4 | 4.9 |
| 2025 Q2 | 1 | 5.0 |
| 2025 Q3 | 1 | 5.0 |
| 2025 Q4 | 12 | 4.7 |
| 2026 Q1 | 1 | 4.5 |
| 2026 Q2 | 13 | 4.7 |
| 2026 Q3 | 2 | 4.5 |
Satisfaction ratings
What reviewers say
Efficient HSA Management with Great Features
“I like the self-service employee tax vault feature where employees can view and download all historical tax forms like 1099-SA and 5498-SA instantly without needing HR support. The wellness incentive distribution is also a great feature; it makes it really easy to send wellness c”
Effortless Fund Management with Lively HSA
“I like their automation, the app I use, and the alerts they provide. It helps me manage the funds appropriately and makes managing my funds easy. The initial setup was extremely easy.”
Fantastic Customer Support That Always Helps
“The customer support is fantastic, Jennifer is also willing to help”