# Ubiquity Retirement Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Ubiquity Retirement Software - reviews, pricing plans, popular comparisons to other Benefits Administration products and more.

Source: https://www.capterra.com/p/234223/Ubiquity

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# 

 Ubiquity Retirement Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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How Capterra ensures transparency

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Ubiquity Retirement

## What is Ubiquity Retirement?

Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures. They've stood as an industry leader in the benefits space by combining advanced technology and world-class customer support to cost and compliance challenges that negatively impact businesses nationwide. Through this approach, they've transformed 16,000+ businesses and hundreds of thousands of lives, helping them achieve financial security and peace of mind through plans that are customizable, simple, and affordable.

## What is Ubiquity Retirement used for?

[Benefits Administration](https://www.capterra.com/benefits-administration-software/)

Top alternative

Featured

Overall rating

Based on 11 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Ubiquity Retirement?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.myubiquity.com&name=Ubiquity Retirement)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Ubiquity Retirement

3.9 (11)

VS.

[4.9 (4,663)](https://www.capterra.com/p/172127/Rippling/reviews/)

Starting Price

Contact vendor

Starting Price

$8

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (11)

Ease Of Use

4.9 (4,662)

Value For Money

3.8 (11)

Value For Money

4.8 (3,521)

Customer Service

4.2 (10)

Customer Service

4.7 (3,803)

## Ubiquity Retirement alternatives

[4.3 (1,828)](https://www.capterra.com/p/86714/WebPay/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.6 (4,195)](https://www.capterra.com/p/131882/Gusto/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.4 (1,214)](https://www.capterra.com/p/130949/Paycom/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.6 (3,173)](https://www.capterra.com/p/110968/BambooHR/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/234223/Ubiquity/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Retirement Plan Management

3.9 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Set up and manage retirement benefits for your employees

Self Service Portal

3.4 (7)

100.00% of 7 reviewers that rated this feature as important or highly important

Online portal through which end users can access the system, manage tasks, or obtain information

Reporting/Analytics

3.3 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

FMLA Administration

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track employee time off under the family and medical leave act (FMLA)

Employee Portal

Online portal where employees can access and track their own information

Employee Self Service

Gateway through which employees can access the system

Ubiquity Retirement 9 features

Online portal where employees can access and track their own information

Gateway through which employees can access the system

Track employee time off under the family and medical leave act (FMLA)

Active reporting of data and metrics

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Set up and manage retirement benefits for your employees

Online portal through which end users can access the system, manage tasks, or obtain information

Set up connections to third-party platforms to improve business processes

Get Advice

We can help you find the software with the features you need.

Features

3.7 (11)

3.7

Based on 11 reviews

## Pricing

Value for money

3.8 (11)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

3.8 (11)

3.8

Based on 11 reviews

## Integrations

[

Rippling](https://www.capterra.com/p/172127/Rippling/)[

BambooHR](https://www.capterra.com/p/110968/BambooHR/)[

Paycor](https://www.capterra.com/p/133745/Paycor-Perform/)[

Paylocity](https://www.capterra.com/p/86714/WebPay/)[

Paychex Flex](https://www.capterra.com/p/119841/Paychex-Flex/)[

TriNet HR Plus](https://www.capterra.com/p/133019/Zenefits/)[

Justworks](https://www.capterra.com/p/223913/Justworks/)[

Namely](https://www.capterra.com/p/143606/Namely/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.2 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.2 (10)

4.2

Based on 10 reviews

## User reviews

Overall rating

3.9

Based on 11 reviews

Filter by rating

5(4)

4(4)

3(2)

2(0)

1(1)

Mentioned topic

Sorted by most recent

TA

Tracey A.

Accounting

Non-Profit Organization Management

### "Great Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 3, 2024

I have never called and not gotten a negative response! In this world of no customer service, Ubiquity is the best!

Pros

Ease of use as an employer and employee. Timely responses to questions.

Cons

The only thing is I had my account information coming to my personal email and once I became a sponsor, I had to change my personal account to my work email.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CH

Connie H.

Operations Manager

Public Relations and Communications

### "Ubiquity is a good choice"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 3, 2024

Customer service is always very helpful and professional

Pros

The quality of the plan investment options

Cons

There hasn't been anything I don't like yet.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JK

Jim K.

President

Automotive

### "Hard to get a statement "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

2.0

2.0

Likelihood to Recommend

8/10

September 3, 2024

Just OK. I needed a statement to transfer funds. This took 3 tries.

Pros

The website is easy to use. Balance is always available

Cons

Can only get a statement once a year. This madw it hard to transfer funds.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BB

Briana B.

PR Associate

Food & Beverages

### "Good not great "

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

August 28, 2024

Subpar, nothing spectacular. Gets the job done. The only thing that was memorable was customer service! Best I had in a long while.

Pros

Easy to set up and customer service was spectacular

Cons

More informational emails regarding my retirement, how to save, anything new regarding my account.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SW

Steven W.

Advisor and Consultant

Financial Services

### "Not good news"

3.0

Overall Rating

3.0

3.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

5/10

August 27, 2024

Generally, unfavorable. I would not recommend it to other Advisors, not would I consider moving other plans there.

Pros

the product is very inexpensive- much less expensive than its competitors.

Cons

You get what you pay for. Very poor reporting.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

RB

Rebecca B.

owner

Hospital & Health Care

### "401K do-it-yourself solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

August 27, 2024

Easy, low fees, made it easy to get started.

Pros

Easy to navigate for a do-it-yourself solution

Cons

I made a small submission mistake and there was no easy way to fix it. The mistake amounted to ~$30 extra deposited into an employee's 401K. In order to fix it, it was something like $200 to have them correct.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JL

Julia L.

Plan Administrator

Maritime

### "Plan Administrator"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 22, 2024

Good Experience with a prompt response to any inquiries via an email.

Pros

The most associates I have spoken with are very professional and courteous.

Cons

Takes a long time to get through a live person

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DD

Diane D.

Administrator

Medical Practice

### "Review of Ubiquity Retirement"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

August 22, 2024

I am happy with Ubiquity. In the beginning of my relationship with them it was difficult to reach a support \[person. That is much improved now and they are patient and extremely helpful.

Pros

The support staff is usually readily available and helpful

Cons

Dealing with forms on the computer. Dashboard is confusing to me.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

FK

Frances K.

Account Executive

Real Estate

### "Very happy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 22, 2024

I've been very pleased with the experience.

Pros

When calling to ask questions, the reps were easy to talk to and very informative.

Cons

So far, I've been happy with everything.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MM

Manish M.

Vice President

Real Estate

### "I would give this company a negative 10 stars."

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

January 18, 2024

Very poor as they do not respond to emails or support cases that are logged through their CSRs via telephone. No one has a telephone number/extension or email address - it is one number and one email address. Very poor business model.

Pros

If they were able to provide the service to support their customers for what they do then it would be a pro.

Cons

They do not respond to email or support cases that are logged through their CSRs via telephone.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/234223/Ubiquity/reviews/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)