--- 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 ![Ashley S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashley S.") AS Ashley S. Intern Enterprise (\> 1000 emp.) 7/23/2026 "Powerful Software Backed by a Truly Knowledgeable PlanSource Support Team" 4/5 What do you like best about PlanSource? The software itself is pretty good. You can do a lot with the product itself, but the best part for me is my support team. I have really knowledgeable people on the PlanSource side that I can throw ideas at, and together we can figure out a way to help make them work in the way that I need them to. Review collected by and hosted on G2.com. What do you dislike about PlanSource? I don't love the way the history shows within PlanSource. I also don't love the different types of events that are required when anything changes, specifically the Work Status Events you are required to create so that changes can occur such as FT to PT or PT to FT. It is very combersome andI don't think they work as well as they should. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Problems that we have had were mainly when we changed carriers and had to wait for our EDI and API Files to be created. It actually took about 6 months after OE ended for all of our files to be put into place, which really made things tough on myself and my team because we had to transmit manual files until these were built. Our support team helped build the files needed which saved us a ton of time. Building manual files, and changes only files at that, is very time consuming. They offered to take that on for us since our files weren't in place, and they saved us a HUGE amount of time by completing that on our behalf. We did always review and make sure nothing was missed, but what a help that was while we waited on the EDI/API team to complete our files. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") UH Verified User in Higher Education Mid-Market (51-1000 emp.) 7/30/2026 "Easy to Use and Accurate for the Whole Team" 4/5 What do you like best about PlanSource? For the most part, the system is easy to use, accurate and the employees can use it without direction. Review collected by and hosted on G2.com. What do you dislike about PlanSource? When there is an issue, it is hard to find an answer without going to Account Support. Availability of a user guide or FAQs may be helpful. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Collection of Employee Benefits Data and communication to the carriers. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AC Andrew C. Mid-Market (51-1000 emp.) 4/11/2023 "Plansource Review" 4/5 What do you like best about PlanSource? Plansource has many features and is pretty customizable. Review collected by and hosted on G2.com. What do you dislike about PlanSource? I am not the biggest fan of the layout and design. The navigation is not as user friendly as it could be. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Benefits administration and deduction information for employees that are enrolled in coverages. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") AH Verified User in Hospital & Health Care Enterprise (\> 1000 emp.) 8/13/2021 "Easy to use webite" 4/5 What do you like best about PlanSource? The website is easy to navigate. It does take some getting used to. Review collected by and hosted on G2.com. What do you dislike about PlanSource? The tickets are oddly named and not intuitive to find. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? For those are are not "full service" clients of PlanSource, there are a lot of areas that don't apply. Maybe those could be blocked for non-full service clients. ACA administration is good. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") AC Verified User in Construction Enterprise (\> 1000 emp.) 8/19/2021 "Made things a lot more streamlined" 4/5 What do you like best about PlanSource? The ease of access for users and admins. Review collected by and hosted on G2.com. What do you dislike about PlanSource? There have been a few issues with customer service working with employees—more of miscommunications. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? No more paper enrollment! A lot of time has been saved on the employer's side. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") AE Verified User in Education Management Mid-Market (51-1000 emp.) 8/17/2021 "Benefits Coordinator" 4/5 What do you like best about PlanSource? Software platform is excellent! Stores data well. Review collected by and hosted on G2.com. What do you dislike about PlanSource? Customer Service needs improvement. Otherwise good Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: Excellent platform for benefits enrollment and administration. Shallow in service area for FSA, HRA. Cobra Admin. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Online benefit enrollment Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Plastics](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Plastics") AP Verified User in Plastics Mid-Market (51-1000 emp.) 3/4/2021 "Better than BenefitFocus but still some issues" 3.5/5 What do you like best about PlanSource? Works well with UKG (UltiPro). Gives discounts for using certain vendors. Review collected by and hosted on G2.com. What do you dislike about PlanSource? Can take quite some time to get issues resolved. Sometimes people you ask for help push resolutions back on you even when you have already tried to fix the problem. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? We have almost 900 employees in 4 different states and a lot of benefit offerings. Having a platform that works well with our time and attendance vendor (UKG) is a must. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") AE Verified User in Education Management Mid-Market (51-1000 emp.) 2/26/2021 "Review of Ben Admin - Plansource" 3.5/5 What do you like best about PlanSource? It is a good system that houses the benefits that we offer. Review collected by and hosted on G2.com. What do you dislike about PlanSource? It does not allow an election for our staff to decline FSA they have to add an election of $1.00. Also, there is no integration with AFLAC or Legal Shield. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? The problems we were having is a dedicated person to assist with technical issues. the turnaround response was very slow. Review collected by and hosted on G2.com. Show More 8/26/2022 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") AI Verified User in Internet Enterprise (\> 1000 emp.) 11/24/2020 "Open Enrollment" 4/5 What do you like best about PlanSource? Integration with other systems. Good GUI Review collected by and hosted on G2.com. What do you dislike about PlanSource? Limitations on HSA funding methods and integration with Payroll Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: Plan for the rollout of your new program and talk to all aspects, Payroll, vendors etc Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? Open Enrollment online process Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") AH Verified User in Hospital & Health Care Mid-Market (51-1000 emp.) 1/15/2020 "PlanSource was is a great product but needs to work on the update." 3.5/5 What do you like best about PlanSource? I like how the benefits are displayed on the new update. This seems more user friendly. The action bullets are amazing. That is a major plus with the new update. The new dashboard is probably the best thing about the new update. All the information is right there in front. That is amazing. Review collected by and hosted on G2.com. What do you dislike about PlanSource? I like the new update but the there are other things that are not easy to find or run like reporting. I suggest that PlanSource create a webinar with the new look and how to navigate. The only other issue that I have is the customer service on responding to inquiries. It takes over week or more. I have emails to prove. And I cannot understand how the new hire processing works after all this time so this is an option that we do not use anymore. It takes to long to upload new hire information and then it errors out if you do not have the correct format. This is very important for our company and if they were to change anything about PlanSource. Loading the new hires would be at the top of my list. Review collected by and hosted on G2.com. Recommendations to others considering PlanSource: As I suggested, I believe that PlanSource should create a webinar on not only the new update but also what capabilities that PlanSource has. I believe that there are options that we are not currently using due to not knowing that they are available. Review collected by and hosted on G2.com. What problems is PlanSource solving and how is that benefiting you? The issues that we have recently had resolved were due to open enrollment. Again, customer service was very slow on responding. This took almost two weeks to respond. My suggestion is either hire more employees are train the employees that you have. Review collected by and hosted on G2.com. Show More 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 [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);)