LOW COST & HASSLE-FREE
HSA administration for employers, simplified
Lively simplifies HSA administration and saves you time and money. A top-rated HSA by Morningstar, Lively makes it easy for you to offer a best-in-class HSA. Our platform is designed with you in mind: From setting up employer-funded accounts, to innovative features and unparalleled customer support for you and your employees.
Designed With You in mind
You have a lot on your plate. But traditional HSA administration often takes up time you don’t have. That’s why we built a streamlined experience for employers looking for more.
Our intuitive employer dashboard makes it easy to take care of tasks without losing sight of the big picture. And automated alerts help make sure nothing slips through the cracks.
Reliable program design
Lively’s proprietary technology gives you the option to manage enrollment and contributions via the dashboard, secure files, or third-party integrations. Everything is streamlined and takes only weeks to set up.
Get valuable insights about your HSA program with our curated reports. From enrollment status to distribution summary, we surface the data you need to make informed program decisions.
A team that’s here for you
Your dedicated Customer Success Manager guides you through every step of onboarding. They remain engaged throughout the year to ensure your business objectives are being met.
The Lively Difference
Lively does not charge account holders any mandatory monthly maintenance fees, offers unparalleled customer support, and has a net promoter score more than double the industry average. We provide access to personalized investment solutions and provide account holders the option to start investing without maintaining a minimum balance.
Fees Saved for Account Holders
Lively Net Promoter Score
Employee Likelihood to Invest vs Industry Standards
Help employees benefit from employer-funded accounts
Lively offers a simple online platform to sign up, contribute, and withdraw funds.
No hidden fees
Lively is transparent and your employees won’t be surprised by any hidden fees. Check out our fee schedule.
Top-rated HSA provider
Customers and industry experts agree: Lively delivers on our promise to simplify the HSA experience. Do a quick web search if you don’t believe us.
Tools to maximize savings
We provide access to resources that make it easy for employees to determine how their HSAs will grow over time or determine what is eligible.
Stellar, dedicated support
Lively’s team of experts are ready to answer all of your employee’s HSA questions. We are available on-demand by phone, chat, and email.
Personalized investment solutions
Lively offers two industry-leading solutions to help employees build toward their financial goals, both with the capability to start investing right away.
Advanced account security
Lively has stringent measures in place to ensure funds and personal information stay safe. Read more about how we do this.
Schwab Health Savings Brokerage Accounts are offered through Charles Schwab & Co., Inc (Member SIPC), the registered broker/dealer, which also provides other brokerage and custody services to its customers. See the Charles Schwab Pricing Guide for Health Savings Accounts for full fee and commission schedules.
Maximize FSA Utilization
Offer a more robust benefits package with Lively’s suite of FSAs to meet your employees’ needs:
- Healthcare FSA
- Dependent Care FSA
- Limited Purpose FSA, which is HSA compatible
With reliable access to funds, intuitive claims submission, and personalized education, employees can spend their tax-free dollars confidently when they need. Employers benefit from the same streamlined administration and engaged customer support for all of their Lively programs.
Affordable and Transparent Health Savings Account Pricing
Benefits are at the heart of your company culture and employee retention strategy. You need to find low-cost, high-return solutions for your benefits packages. A Lively HSA brings value to your employees, along with cost and time savings to your company, including lower FICA taxes. With Lively, both you and your employees can say goodbye to surprise fees and complicated cost structures.