Ubiquity Retirement
61
Reviews
4.2
Star rating
#6
Rank in 401(k)
Pros and cons
Pros
- Ease of Use
- Simple
- Customer Support
- Easy Setup
- Integrations
- Investment Options
Cons
- Difficulty Understanding
- Poor Onboarding
- Setup Issues
- Limited Options
- Plan Confusion
- Integration Issues
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
+50.0%
59
Small Business
1
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 81.1% |
| Mid-Market | 18.9% |
| Enterprise | 0.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 2 | 4.8 |
| 2025 Q1 | 8 | 4.2 |
| 2025 Q2 | 5 | 4.4 |
| 2025 Q3 | 10 | 4.5 |
| 2025 Q4 | 13 | 4.7 |
| 2026 Q1 | 6 | 4.5 |
| 2026 Q2 | 2 | 5.0 |
| 2026 Q3 | 3 | 5.0 |
Satisfaction ratings
Ease of Use8.9
Ease of Setup8.9
Quality of Support8.5
Meets Requirements9.1
What reviewers say
Fast Setup, Excellent User Support
5.0
“I love that Ubiquity Retirement is quick to answer questions and provides solutions when needed. I feel like more than just a number with them. I appreciate the real-time response, and I find the investments provided by Ubiquity to be different from other agencies. For the last 1”
Efficient Retirement Planning with Flexible Options
5.0
“I love the ability to change allocations each month as needed, this helps me keep up with the market as it changes. Simple! Anyone can do it.”
Very good but slow.
3.5
“It seems to be a robust system and integrates with our payroll.”