Lively Review 2021: Alternatives, Pricing, Features

Listed in our research on: Top HSA Providers — March 2021

Phil Strazzulla, HR Tech Expert
March 19, 2021

We love Lively because it is a venture-backed HSA with an intuitive user interface. It can also be used on mobile devices which is convenient for on-the-go access.

What's Inside

Lively Review

This is a great HSA for companies that want to have a single source of truth across their HSA management in one dashboard.  They have paperless onboarding for new employees, automated alerts, and always on customer support.

Lively is one of the few venture backed companies in this space, which generally correlates with an easy to use technology interface.

Lively Customers

Lively Stats

Lively Resources

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Key Lively Features

  • Intuitive dashboard
  • Paperless onboarding
  • Easy contribution management
  • Customer support team
  • Mobile app

Lively Implementation

Implementation starts by obtaining a referral code from a broker or sales rep. Then, you sign up your company on the Lively website. Once everything is set up, you invite your employees, and self-administer your HSA with help from Lively's support team.

Lively Customer Success

Lively Key Integrations

What to be aware of

Lively Pricing

Employers pay $2.95 per employee per month for Lively.

Lively Alternatives

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Manage 1 million employees' HSAs


Automated tasks and processes


Custom integrations

Optum Bank

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HSA Bank

Quick and easy setup


Fee-free HSA


Competitive interest rates