--- 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 ![Verified User in Primary/Secondary Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Primary/Secondary Education") AP Verified User in Primary/Secondary Education Enterprise (\> 1000 emp.) 8/12/2021 "Top notch account managers" 3/5 What do you like best about PlanSource? The account management team is the best! Review collected by and hosted on G2.com. What do you dislike about PlanSource? The billing process is daunting, and we have had many errors in the billing in the first year. We also are constantly comparing our records to theirs to make sure they apply payments correctly. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? We are solving the billing issues. Our account management team always goes above and beyond for us. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Mid-Market (51-1000 emp.) 2/26/2021 "Not the best, not the worst" 2.5/5 What do you like best about PlanSource? - The core of the system does work and integrates with other carriers as intended. - It also has by far the fastest integration I've seen with Anthem. Review collected by and hosted on G2.com. What do you dislike about PlanSource? - Reporting system isn't very intuitive to create reports. - Any upgrades have been focused on making UI prettier, but not more flexible or intuitive. - There are many system limitations that do not allow you to set it exactly like you wanted. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? I've given feedback to my OE rep and given comments on what I did not like about the system. Instead of acknowledging it was system limitations she would focus on what employees should do instead even though my concern was that they would not do it as they would like. For example, I made a comment that if someone selects an FSA amount and then deletes it in OE, it should go to $0 for the election, but it actually keeps the last amount entered even though it was deleted. When I brought this up in testing, the response was "EEs should enter $0 instead of the delete button" Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") AT Verified User in Telecommunications Mid-Market (51-1000 emp.) 8/12/2021 "It works for the most part, Ops can be messy sometime" 3/5 What do you like best about PlanSource? The system is reliable, haven't seen anyone fall out in any enrollment so far. Review collected by and hosted on G2.com. What do you dislike about PlanSource? Internal Ops are pretty messy, have to work with new AMs pretty often. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Bundled Ben Admin, COBRA, and FSA with PS\> combined billing, ease admin hassle Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller DG Daniele G. HR Manager Mid-Market (51-1000 emp.) 4/9/2019 "Good for benefits " 3/5 What do you like best about PlanSource? PlanSource is super easy to maneuver through. Review collected by and hosted on G2.com. What do you dislike about PlanSource? It's a platform that is hard to get to talk to a payroll platform when it's not used as a centralized platform. Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: PlanSource is a 3rd party for us through OneDigital. It's a hard platform to get to push out the correct numbers on some of our benefits especially since we increase costs for no physicals. Sometimes I'll put that an employee has a physical, but it will never register the correct amount. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? PlanSource has made it much easier for us to get employees registered in benefits. This is the only area in which we use it, but it's beneficial for our tech-savvy employees to make changes and register on their own. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Tyla H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tyla H.") TH Tyla H. Benefits Account Manager Mid-Market (51-1000 emp.) 7/11/2019 "PlanSource can work well with Basic Benefits Adminsitration, but disappoints with intricate BenAdmin" 3/5 What do you like best about PlanSource? The group does not need much assistance with beenfits administration throughout the year. Review collected by and hosted on G2.com. What do you dislike about PlanSource? It's complicated to run a simple census, and the experience I had with last years renewal was unforgivable Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: Only if you have a simple plan structure - medical, dental, vision - no voluntary coverages that require EOI's or multiple classes Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? I'm not sure why this was initially sold to the case, but the group likes the online administration Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness") AH Verified User in Health, Wellness and Fitness Enterprise (\> 1000 emp.) 3/21/2019 "Excellent Reporting and Compliance Features, Difficulty in Personalizing" 2.5/5 What do you like best about PlanSource? I love the reporting in PlanSource, it's incredibly easy to build a report I need, schedule it out, or save it if it is frequent to my work. I appreciate the ACA compliance and intiuitive programming for employees is built within the system. Review collected by and hosted on G2.com. What do you dislike about PlanSource? There could be more flexibility in programming complex plans into the system, and often if feels like you have to make a backdoor solution. I also find it can take some time to hear back from members of the team. The work all plansource employees do is excellent, incredibly helpful and thought provoking, but it can feel frustrating as an administrator, as our processes aren't as inuitive. Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: Prepare yourself for everything in your current system, and don't try to build anything to mimic what you had before, as PlanSource has it's own solutions that could work better than it previously did. PlanSource utilizes an ACA compliance team, a much needed resource in this day and time. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Our payroll deductions for benefits have been massively simplified. It balances our multiple payroll schedules extremely well. Employees feel they have control and we see increased engagement from our benefits package compared to our previous vendor. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SL Susan L. HR Manager Mid-Market (51-1000 emp.) 2/19/2019 "HR Manager" 2.5/5 What do you like best about PlanSource? So far so good. I will have a better idea when we receive our March invoice with Kaiser. Review collected by and hosted on G2.com. What do you dislike about PlanSource? Too new to have an opinion. So far so good. Will know more after we get our March invoice from Kaiser. Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: We are using PlanSource for helping with our coverage with Kaiser. Just in the beginning stages, not a strong opinion yet. Not sure if on the cloud so I said - no. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Connecting PayChex to Kaiser. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller LH Lisa H. Payroll Analyst Enterprise (\> 1000 emp.) 2/14/2019 "Payroll Analyst" 3/5 What do you like best about PlanSource? How you don't have to train your end users, they will be able to use the system with little guidance. Review collected by and hosted on G2.com. What do you dislike about PlanSource? reporting is not as user friendly as I would like Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Remote access!! Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller AB Amy B. Mid-Market (51-1000 emp.) 4/4/2018 "Great for employees; Okay for administrators, could be improved." 3/5 What do you like best about PlanSource? PlanSource has been user friendly and easy to use for our employees -- when signing up for benefits or going through Open Enrollment. It's easy for them to use and understand and make choices for their coverage while understanding the cost and plans. When we've been able to set up data feeds to our benefits providers, they work well and reliably, and it makes the enrollment process seamless for our HR team. Review collected by and hosted on G2.com. What do you dislike about PlanSource? The administrator side of the site is easy to use when you know what you're looking for, but it's not always easy to understand and navigate features that I'm not familiar with. (It's not very intuitive.) Also, the process of setting up feeds to our carriers is a long and difficult one. It has consistently taken months from the establishment of the new provider to when the feeds are working consistently and reliably...in the meantime, it's difficult, time-consuming and confusing trying to keep enrollments correct across carrier platforms. Also, the ACA reporting has improved a lot over the years, but there are still a lot of errors in forms that have to be manually corrected, and often, the customer service folks are not fully versed in how or why the forms populate the way they do (doesn't seem like anyone understands how/where the information in the forms is pulling from). Lastly, once an employee changes coverage, there's no way to access the history of their past coverage, and that would be very valuable info to be able to capture -- the history of each employee's coverage. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? It's a clearinghouse for everything related to our benefits and it's the only tool we have that tracks benefits enrollments and changes company-wide. It's also the tool we use for ACA reporting. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Farming](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Farming") AF Verified User in Farming Mid-Market (51-1000 emp.) 3/27/2018 "PS Implementatin Review" 3/5 What do you like best about PlanSource? All in one system with benefits is valuable Review collected by and hosted on G2.com. What do you dislike about PlanSource? Effectiveness of the employees. They need better training Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? HR Management tool for supervisors Review collected by and hosted on G2.com. Show More 2/14/2019 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ## 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) ![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) GU Guest User What is PlanSource used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-plansource-used-for) [ 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 [Top tools for automating build and test processes](https://www.g2.com/discussions/top-tools-for-automating-build-and-test-processes)[Which Google Workspace project management tools turn emails into trackable tasks and sync with Calendar automatically?](https://www.g2.com/discussions/which-google-workspace-project-management-tools-turn-emails-into-trackable-tasks-and-sync-with-calendar-automatically)[What is the top absence tracking tool for remote teams?](https://www.g2.com/discussions/what-is-the-top-absence-tracking-tool-for-remote-teams) [Which audio engine solutions offer flexible licensing models that scale appropriately with team growth?](https://www.g2.com/discussions/which-audio-engine-solutions-offer-flexible-licensing-models-that-scale-appropriately-with-team-growth)[For organizations with a mix of cloud and on-prem resources, how does JumpCloud specifically bridge the gap between these environments for identity and access management without requiring complex network configurations?](https://www.g2.com/discussions/for-organizations-with-a-mix-of-cloud-and-on-prem-resources-how-does-jumpcloud-specifically-bridge-the-gap-between-these-environments-for-identity-and-access-management-without-requiring-complex-network-configurations)[What are the best reputation management services for teams that need fast implementation without vendor lock-in?](https://www.g2.com/discussions/what-are-the-best-reputation-management-services-for-teams-that-need-fast-implementation-without-vendor-lock-in) [Show MoreShow Less](javascript:void(0);)