--- title: PlanSource Reviews meta\_title: 'PlanSource Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 153 reviews by the users' company size, role or industry to find out how PlanSource works for a business like yours. aggregate\_rating: rating\_value: 4.0 review\_count: 153 scale: '5' date\_modified: '2026-08-07' parent\_category: name: HR url: https://www.g2.com/categories/hr --- # PlanSource Reviews & Product Details Visit Website PlanSource is a benefits administration software platform built to simplify how people choose, use, and manage benefits. By combining modern technology, expert services, and purposeful innovation, PlanSource helps organizations simplify benefits administration while creating better experiences for employers and employees. Built on a modern, flexible infrastructure, PlanSource connects seamlessly across carriers, payroll providers, HR systems, and an extensive ecosystem of partners. Its benefits administration software automates complex administrative tasks, streamlines enrollment and ongoing benefits management, and provides the insight organizations need to manage costs, maintain compliance, and operate more efficiently. PlanSource takes an intentional approach to innovation, using AI where it creates meaningful value. Its AI-powered capabilities work behind the scenes to improve data accuracy, reduce friction, personalize experiences, and give employees the extra help they need during annual enrollment and throughout the year. This AI-forward, human-first approach creates smarter and more engaging benefits experiences while keeping people at the center of every interaction. At the heart of every PlanSource partnership is a team of experienced benefits professionals who provide strategic guidance, proactive service, and deep industry expertise. From implementation through ongoing administration, they help organizations navigate complexity, support employees, and adapt confidently to changing business needs. By combining flexible benefits administration software with expert partnership, PlanSource helps organizations improve outcomes while creating a better benefits experience for everyone involved. For organizations evaluating benefits administration software, PlanSource stands apart by making every stage of the experience easier—from implementation through ongoing administration. Whether implementing for the first time or switching benefits administration platforms, organizations benefit from a streamlined transition, hands-on expertise, and a platform that's simple to configure, manage, and optimize for annual enrollment year after year. * * * Product Website PlanSource Seller [PlanSource](https://www.g2.com/sellers/plansource) Discussions [PlanSource Community](https://www.g2.com/products/plansource/discuss) Languages Supported English, Spanish Solution Type All-in-One Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 3 months [ View More Pricing Information ](https://www.g2.com/products/plansource/pricing) ## PlanSource Integrations (1) What do users say about integrations? Verified by PlanSource [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") BambooHR ](https://www.g2.com/products/bamboohr/reviews) Show More CW Christine W. Mid-Market (51-1000 emp.) 4/24/2018 "Employees seem to love it; HR does not" 1/5 What do you like best about PlanSource? I appreciate that we can administer almost all of our benefits from one location and avoid collecting paper enrollment forms. The website is user friendly for employees going through the enrollment process. And the file feeds directly to the carriers are useful. Review collected by and hosted on G2.com. What do you dislike about PlanSource? We do not have a dedicated PlanSource Representative as a point of contact to whom we can escalate issues and who gets to know our company and our unique needs. We have worked with PlanSource for 5 years and every medical Open Enrollment is painful, being assigned different Open Enrollment specialists every year and running into some of the same issues year over year. This year's Open Enrollment contact was unresponsive, had no sense of urgency, was not correcting the errors discovered during testing and after employees went through the enrollment process in a timely manner, and was even asking us to just work through issues she could not figure out how to resolve. Ridiculous!! Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? The business problem solved with PlanSource was the option to administer all of our benefits (except 401(k)) online through 1 website! I appreciate the file feeds they have directly to the carriers, eliminating the collection of enrollment forms and subsequent manual data entry on carrier websites to get employees enrolled or make changes. The time saved for my department with regard to day-to-day administration was helpful. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller CS Cliff S. Enterprise (\> 1000 emp.) 5/30/2018 "Like pulling teeth to get things started with them....." 0.5/5 What do you like best about PlanSource? The user interface is awesome, never an employee complaint. Review collected by and hosted on G2.com. What do you dislike about PlanSource? Any time there is a change, request for a report, or adding a new vendor feed it takes forever! They can turn around the quote on the "programming" hyper-quick....but don't expect a finished work product for 2 to 3 months. Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: It is slick from an end user perspective, but miserable from an administration view point. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? It makes signing up for benefits very easy. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JD Jaime D. Mid-Market (51-1000 emp.) 4/24/2018 "Very difficult to navigate menus" 1/5 What do you like best about PlanSource? Can search for an employee easily. I don't have any other positives. Review collected by and hosted on G2.com. What do you dislike about PlanSource? Cannot add, term, or update dependents easily. Menus are very hard to navigate, and there are rules around when and how you can do something, making going back to fix things very hard. Also can't do billing, or order ID cards from this site, so logging into multiple sites to do things is not very efficient. And we have a feed that goes from our internal database to Anthem, yet we still have to log in to update plan source on any changes, so whats the point of the auto feed?! Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? None, its redundant work. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Leisure, Travel & Tourism](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Leisure, Travel & Tourism") AL Verified User in Leisure, Travel & Tourism Mid-Market (51-1000 emp.) 1/9/2018 "PlanSource Used to be Amazing, Now Not So Much" 0/5 What do you like best about PlanSource? Nothing. I had previously written a review where I raved about their systems but in the 3 years since their entire platform has gone downhill. Review collected by and hosted on G2.com. What do you dislike about PlanSource? The system itself is okay but their customer support is horrible. They handle benefits , COBRA, and FSA administration for our company Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: PlanSource is the third benefits portal I have used in my career and is by far the most user friendly, but the people at PlanSource are really what makes the system the best! Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? The benefits enrollments process is so streamlined now! We have employees all over the country so it's terribly convenient that they can handle their enrollments online. The enrollment feeds directly to the carriers save so much time too! Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller PM Peggy M. Mid-Market (51-1000 emp.) 3/27/2018 "He director" 0/5 What do you like best about PlanSource? Employee on line service Automated requests Review collected by and hosted on G2.com. What do you dislike about PlanSource? Not user friendly. Hard to create reports Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: He thriurogh trainIng Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Need better reporting Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![David B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David B.") DB David B. Human Resources Manager Construction Mid-Market (51-1000 emp.) 1/25/2016 "PlanSource is a total disaster." 0/5 What do you like best about PlanSource? The online interface is easy to use and intuitive. Review collected by and hosted on G2.com. What do you dislike about PlanSource? In 2015, PlanSource failed to enroll our entire workforce in new plan year benefits due to employee quitting and abandoning our account. When employees started calling because their doctors and dentists were telling them they had no coverage, PlanSource took four months to fix the problem. 2-3 weeks would go by without a response from their customer service group. Our case was "escalated" and the Account Manager and VP assigned to us were unbelievably ineffective and incompetent. In 30 years of HR administration this was by far the worst experience I've had with any HRIS system or consulting company. In the subsequent year they cancelled everyone's dental insurance! We have been with them of 1 1/2 years and are just waiting for our contract to expire. Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: Find another system. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? This has not served any business problems. It has take a process that used to take 5-10 hours and turned in into a mind-numbing, labor-intensive, demoralizing exercise that takes 40--60 hours. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about PlanSource? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about PlanSource ](https://www.g2.com/products/plansource/discussions/new) GU Guest User What is PlanSource used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-plansource-used-for) ![Sherri P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sherri P.") SP Sherri Purcell • Last activity about 6 years ago We have several other software that we would like to Integrate with PlanSource. Could a PlanSource Rep contact me to discuss? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/we-have-several-other-software-that-we-would-like-to-integrate-with-plansource-could-a-plansource-rep-contact-me-to-discuss) [ View all Discussions ](https://www.g2.com/products/plansource/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 15 months ### Average Discount 12% [ View More Pricing Information ](https://www.g2.com/products/plansource/pricing) PlanSource Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a267acd91f651267fa158a784a3f1e8a/bswift.jpeg "Product Avatar Image") bswift 3.8/5(31) [ Compare Now ](https://www.g2.com/compare/plansource-vs-bswift) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_7b687de1b505cdb6fd771bf6e72c6156/benefitfocus.png "Product Avatar Image") Benefitfocus 4.2/5(30) [ Compare Now ](https://www.g2.com/compare/benefitfocus-vs-plansource) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6cd834b7df81c98914fcc85d72cf471b/employee-navigator.png "Product Avatar Image") Employee Navigator 4.6/5(164) [ Compare Now ](https://www.g2.com/compare/employee-navigator-vs-plansource) ##### ##### PlanSource Features Platform User, Role, and Access Management Activity Dashboard Benefits Administration Platform Features Benefits Record Management Enrollment Planning Third-Party Carrier Integration [ View More Features ](https://www.g2.com/products/plansource/features) ## Top-Rated Alternatives [ ![Employee Navigator](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Employee Navigator") Employee Navigator 4.6/5(164) ](https://www.g2.com/products/employee-navigator/reviews) [ ![bswift](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "bswift") bswift 3.8/5(31) ](https://www.g2.com/products/bswift/reviews) [ ![Benefitfocus](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Benefitfocus") Benefitfocus 4.2/5(30) ](https://www.g2.com/products/benefitfocus/reviews) [ View All Alternatives ](https://www.g2.com/products/plansource/competitors/alternatives) ##### Categories on G2 [Benefits Administration](https://www.g2.com/categories/benefits-administration)[SAP Store](https://www.g2.com/categories/sap-store) ##### Explore More [What's the best security compliance software for ensuring data protection](https://www.g2.com/discussions/what-s-the-best-security-compliance-software-for-ensuring-data-protection)[Best account-based analytics tools for pipeline attribution](https://www.g2.com/discussions/best-account-based-analytics-tools-for-pipeline-attribution)[Everbridge 360 vs Regroup Mass Notification: which emergency management platform is better for coordinating quick detection and response to critical business events?](https://www.g2.com/discussions/everbridge-360-vs-regroup-mass-notification-which-emergency-management-platform-is-better-for-coordinating-quick-detection-and-response-to-critical-business-events) [Best data science service for cloud-based apps](https://www.g2.com/discussions/what-is-the-best-data-science-service-for-cloud-based-apps)[What is the top-rated PDF editor for enterprise use?](https://www.g2.com/discussions/what-is-the-top-rated-pdf-editor-for-enterprise-use)[Cerner Pharmacy vs Computer-Rx: which pharmacy management system has better insurance integration for pharmacy teams?](https://www.g2.com/discussions/cerner-pharmacy-vs-computer-rx-which-pharmacy-management-system-has-better-insurance-integration-for-pharmacy-teams) [Show MoreShow Less](javascript:void(0);)