--- title: PlanSource Reviews meta_title: 'PlanSource Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 146 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: 146 scale: '5' date_modified: '2026-06-21' parent_category: name: HR url: https://www.g2.com/categories/hr --- # PlanSource Reviews **Vendor:** PlanSource **Category:** [Benefits Administration Software](https://www.g2.com/categories/benefits-administration) **Average Rating:** 4.0/5.0 **Total Reviews:** 146 ## About PlanSource PlanSource is a U.S.-based benefits administration partner with more than 15 years of experience helping employers create simpler, more human benefits experiences. We work alongside reseller, broker, and carrier partners to remove friction from benefits administration while supporting the people behind the process. Our modern, flexible platform is built for what’s next. PlanSource supports the full benefits lifecycle—from setup and enrollment to eligibility and ongoing administration—while integrating seamlessly with HRIS, payroll, and carrier systems. Automation and AI work quietly in the background to keep data accurate, reduce manual effort, and keep complexity out of sight. At our core, we believe benefits should be effortless. With technology designed for real people, experts who challenge what’s always been done, and service that never settles, PlanSource helps HR teams spend less time managing benefits and more time supporting their employees. ## PlanSource Reviews ### 1. Well-designed, easy to use, and seamlessly integrates with our HRIS system **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2019 **What do you like best about PlanSource?** The best feature is the employee interface for open enrollment. Our employees love how simple and easy it is to elect their benefits each year. The system walks you through and makes everything simple and easy to understand, and employees make very few errors. They can enroll in their benefits during open enrollment in five minutes, or less if we turn on passive enrollment. **What do you dislike about PlanSource?** We've had some growing pains setting up the automatic file feeds from some of our carriers to the billing platform, and we will often just go directly to the carrier's admin website and download our bills directly to make sure we are paying the right balance. **What problems is PlanSource solving and how is that benefiting you?** Automating open enrollment, new hire benefit processing and terminations/ COBRA administration. Using PlanSource saves us an FTE. ### 2. there still room for improvement **Rating:** 3.5/5.0 stars **Reviewed by:** maria eulamae s. | Payroll consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2019 **What do you like best about PlanSource?** I would say the customer service are efficient whenever we have a question. **What do you dislike about PlanSource?** there are some areas that needs improvement. Like when updating the pto hours, pto hours of employee on loa is already suspended but the employee still accrue hours, accidentally approved pto hours before the payroll can't be modify or redo. **What problems is PlanSource solving and how is that benefiting you?** steps in running the payroll is easy. ### 3. Review by Reseller - PlanSource is great! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2019 **What do you like best about PlanSource?** It is very user-friendly. The look is nice, but it also works well. I like that it keeps a record of everything so you can see what was done, when, and by who. **What do you dislike about PlanSource?** I am used to the old interface, so the new interface is taking some getting used to. There are a few things that make it harder to find, but overall, still good. **Recommendations to others considering PlanSource:** Make sure you are evaluating what you are needing out of a system. Some of the other systems we looked at were too cumbersome and had too much going on. PlanSource is very customizable to each client and their situation, but without all the extra stuff that some other systems had. **What problems is PlanSource solving and how is that benefiting you?** PlanSource allows for our clients to be able to spend their valuable time doing things other than pushing paper for benefits. ### 4. PlanSource Is My Source For Information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2019 **What do you like best about PlanSource?** PlanSource is a large part of my daily job as an Admin Coordinator. I like the clear, easy menu that gets me where I need to be quickly. **What do you dislike about PlanSource?** I use our Document Library regularly. We upload company documents for compliance verification into client folders. When adding a new client folder I have to manually move it to where it goes alphabetically. It'd be nice if that was automatic and not manual. **Recommendations to others considering PlanSource:** The reporting and metrics available for this product are good. The visual aspect of it is clean and easy to read. the customization works well for our company's needs. **What problems is PlanSource solving and how is that benefiting you?** We track an enormous amount of info in PlanSource. One benefit is that both our third party call center and our internal staff can access and note events and information for employees ### 5. Works Great **Rating:** 5.0/5.0 stars **Reviewed by:** Allee Y. | HR Benefits Coordinator, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2019 **What do you like best about PlanSource?** I like that it is easy to maneuver and navigate. It's a simple enrollment process and it's easy to add or terminate employees. **What do you dislike about PlanSource?** I don't like the little kinks it has every now and then. Ex: button not showing up, enrollments not getting to the carriers, etc. **What problems is PlanSource solving and how is that benefiting you?** Generating Benefit Reports to compare to our Payroll. ### 6. Rough at first but smoother with continued use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2019 **What do you like best about PlanSource?** The automatic updates from SAP on the employee status and job categories **What do you dislike about PlanSource?** Supporting documents are not approved by the person who the benefit is for but by each benefit the person is in . So you have to approve 1 birth certificate multiple times depending on how many benefits the person is enrolled in. Staff are often confused by the enrollment process, they had to click I Agree to items they are not enrolling in such as Long Term Care **What problems is PlanSource solving and how is that benefiting you?** I am not sure how to answer this ### 7. PlanSource Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** July 11, 2019 **What do you like best about PlanSource?** The commands are straightforward. It is easy to maneuver throughout. **What do you dislike about PlanSource?** Nothing it is a great tool. It is easy to use and I have used it often. **What problems is PlanSource solving and how is that benefiting you?** I use PlanSource to help my VP to allocate resources to various projects. ### 8. PlanSource Dependent Care **Rating:** 3.5/5.0 stars **Reviewed by:** Lisa H. | Financial Controller, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2019 **What do you like best about PlanSource?** The dashboard is very handy - you can see a snapshot of claims and status **What do you dislike about PlanSource?** Customer service has been completely unresponsive ... have tried email only, not phone **What problems is PlanSource solving and how is that benefiting you?** From an employer standpoint, it's nice not having to manage the claims - the online claims system is great. ### 9. The system works well, but getting help during OE was a huge disappointment... **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Wine and Spirits | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2019 **What do you like best about PlanSource?** PlanSource collects data from our payroll system, making new hires and other changes very easy! We only have to input data once and the system works well. **What do you dislike about PlanSource?** During Open Enrollment (the most critical time for our PlanSource use) there were some glitches - terminated employees feeding to the carriers, etc. This was fixed, but it took way too long because getting a hold of our PlanSource contact was nearly IMPOSSIBLE. We were always referred to talk to him about any issues and he refused to answer any of our emails or phone calls until we finally reach his manager who was able to get a response from him. **Recommendations to others considering PlanSource:** Better customer service from the support staff. **What problems is PlanSource solving and how is that benefiting you?** Outsourcing Benefits Administration. ### 10. Plansource manages the benefit selection for our company **Rating:** 4.0/5.0 stars **Reviewed by:** Devin W. | Product Engineer, Semiconductors, Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2019 **What do you like best about PlanSource?** Being able to directly communicate with plansource has been helpful for resolving my situation **What do you dislike about PlanSource?** Little traceability. had to re-engage several times to solve issue **What problems is PlanSource solving and how is that benefiting you?** Managing employer provided medical benefits. ### 11. Fantastic Benefits administration system **Rating:** 5.0/5.0 stars **Reviewed by:** Colleen C. | Human Resources Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2019 **What do you like best about PlanSource?** User- Friendly system that makes communication with insurance carriers seamless. **What do you dislike about PlanSource?** There are a few processes that I wish could be fully automated, like new hire processing, but the upsides still far outweigh the few recommendations I have for improvement. **What problems is PlanSource solving and how is that benefiting you?** Plansource has saved me countless hours manually entering enrollments. For a 3400 person company, open enrollment is much easier to administer with a Plansource. ### 12. Benefits Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2019 **What do you like best about PlanSource?** The team at PlanSource and the Benefits Center are always willing to help solve any problems that occur, give additional information and resources to my employees, and generally care that the client is happy. **What do you dislike about PlanSource?** I do not dislike anything about PlanSource. They continue to process site improvements to stay a step ahead. **Recommendations to others considering PlanSource:** Great product to ease all of your benefit and open enrollment concerns. **What problems is PlanSource solving and how is that benefiting you?** PlanSource has helped to create a smooth transition and a 1 place to shop for all of our benefits. They streamlined our OE process. ### 13. PlanSouce is a comprehensive platform to handle all your benefit needs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2019 **What do you like best about PlanSource?** It's easy to maintain and update the database. Uploads are easily handled and the reports are easy to read and understand. **What do you dislike about PlanSource?** It would be nice if the staff member could update their address in the system, but this has to be done by an admin and can be a hassle sometimes. **Recommendations to others considering PlanSource:** PlanSource is easy to use and implement. It's a good investment to any size company. **What problems is PlanSource solving and how is that benefiting you?** All the benefits are on one platform. It's easy to oversee it as an admin as well as a user. ### 14. Benefit Admin at your fingertips **Rating:** 4.0/5.0 stars **Reviewed by:** Ingrid G. | HR Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2019 **What do you like best about PlanSource?** All inclusive plans and reporting to make benefit administration easy to handle especially for smaller organizations **What do you dislike about PlanSource?** Additional analysis and links to TPA of FSA , HSA accounts **Recommendations to others considering PlanSource:** If you are looking for integration with your HRIS and payroll, Plansource is a great complement to that. **What problems is PlanSource solving and how is that benefiting you?** Online benefit enrollment. ### 15. HR Manager **Rating:** 2.5/5.0 stars **Reviewed by:** Susan L. | HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2019 **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. **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. **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. **What problems is PlanSource solving and how is that benefiting you?** Connecting PayChex to Kaiser. ### 16. Great partnership with Plansource! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2019 **What do you like best about PlanSource?** Plansource has been a great partner for my employer! They take care of our carrier invoice reconciliation, and they respond quickly to requests for assistance. **What do you dislike about PlanSource?** The system is expensive, but you get what you pay for! **What problems is PlanSource solving and how is that benefiting you?** We have streamlined our billing process using the reconciliation process utilized by Plansource. ### 17. Difficult to Navigate **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2019 **What do you like best about PlanSource?** The system is all inclusive of our payroll and benefits. **What do you dislike about PlanSource?** The reporting is difficult to navigate. The customer service is not always helpful and there tends to be a pretty long lag in between when a question is asked and when it is answered. **Recommendations to others considering PlanSource:** Gain all the knowledge and training you can during implementation. **What problems is PlanSource solving and how is that benefiting you?** Employees are able to sign up and edit benefits on their own and that feeds to our insurance brokers. ### 18. Excellent Benefits Portal and Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2019 **What do you like best about PlanSource?** It is super helpful, and very easy navigate from an administration, and employee side. **What do you dislike about PlanSource?** Nothing on the PlanSource, everything has to do with our integrations. **What problems is PlanSource solving and how is that benefiting you?** Benefit administration is a little bit difficult with our size, but PlanSource has helped with the integrations and easing the pain. ### 19. PlanSource Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2018 **What do you like best about PlanSource?** The PlanSource Service Team is always very helpful and willing to look into and resolve any issues that my client may be having with on-line benefits enrollment system. They will also work with the insurance carrier to who the information is being transmitted. The team also responds quickly to any requests I may have. In addition, the system is user-friendly for the administrator; when it comes to looking up information, making corrections and running reports. **What do you dislike about PlanSource?** The fact that the transmission to the insurance carriers does not always work well; but quite often the transmission problems are at the carrier's end. **What problems is PlanSource solving and how is that benefiting you?** It allows us to have a system in place that feeds benefit elections to an insurance carrier in real time. Our agency also utilizes EaseCentral which does not have an electronic feed to most insurance carriers. Therefore, the information from EaseCentral needs to be manually entered or communicated to the carrier. PlanSource solves this problem and alleviates a huge administrative burden and liability when it comes to completing employees' benefit enrollments. ### 20. Plansource is very helpful in reporting which reduces error for payroll **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2019 **What do you like best about PlanSource?** Reporting tool, employee self service, life event approvals **What do you dislike about PlanSource?** Not fully customizable, have to ask support for special reports **What problems is PlanSource solving and how is that benefiting you?** reporting by employee by cost center, by division. Employees don't have to complete paper forms, open enrollment automated. ### 21. Plan Source Review **Rating:** 5.0/5.0 stars **Reviewed by:** Isaiah H. | Facilities and Setup Technician, Semiconductors, Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2019 **What do you like best about PlanSource?** Very user friendly and when I needed help it was there **What do you dislike about PlanSource?** nothing, the site was very user friendly and when I needed help it was there **Recommendations to others considering PlanSource:** none **What problems is PlanSource solving and how is that benefiting you?** using plan source helped me enroll in benefits ### 22. The process was efficient, professional and thorough. **Rating:** 5.0/5.0 stars **Reviewed by:** Lesa R. | HR Director, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2018 **What do you like best about PlanSource?** Implementation team was detail oriented and very responsive. Each step in the implementation timeline was clearly presented and available for review and update at all times. **What do you dislike about PlanSource?** It was a very quick pace but that was our choice. We turned it around in about two and a half (2 1/2) weeks! **Recommendations to others considering PlanSource:** We're live and just completing our Open Enrollment. It has been a better than expected experience and so far we're very pleased with the product. I would absolutely recommend this product. **What problems is PlanSource solving and how is that benefiting you?** Better data, analytics and reporting for HR and Leadership. Improved efficiencies for Benefit Administrator. Improved employee experience. ### 23. WELL BALANCED ORGANIZATION THAT STIVES FOR EXECELENCE. **Rating:** 5.0/5.0 stars **Reviewed by:** ROBERT K. | PAYROLL & HUMAN RESOURCE ADMINISTRATOR, Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2018 **What do you like best about PlanSource?** EMPLOYEES THAT TREAT YOU LIKE FAMILY AND THAT WILL WORK WITH YOU TO RESOLVE ANY QUESTIONS OR CONCERNS. **What do you dislike about PlanSource?** EMPLOYEES DON'T LIKE THE FREQUENT AUDITS **Recommendations to others considering PlanSource:** TO SERIUSLY CONSIDER WORKING WITH PLANSOURCE, THE ORGANIZATION TRUELY ARE ABOVE THE OTHER COMPANIES OUT THEIR. THEY MAKE EVERYTHING PLEASURABLE AND NO HASTLES. VERY HELPFUL AND UNDERSTANDING. HIGHEST NUMBER FOR EXCELLANTCE. **What problems is PlanSource solving and how is that benefiting you?** PLANSOURCE AND THE FLEX SPENDING ARE EXCELENT AND CONTINUE TO AMAZE ME WITH THEIR ASSISTANCE. IF WE HAVE ANY PROBLEMS, THE GO AVOVE AND BEYOND TO RESOLVE ANY ISSUES. ### 24. Great Customer Service, customized product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2019 **What do you like best about PlanSource?** PlanSource has been such a beneficial tool for our benefits administration. Any customization we've needed the team has gone to work on quickly and efficiently. They are always available when we have questions or concerns and the website is easy to navigate. **What do you dislike about PlanSource?** Certain portions of the employee side of the website are not as clear and easy to follow as they could be. **What problems is PlanSource solving and how is that benefiting you?** Helping our employees to have an easier experience when enrolling in their benefit elections. ### 25. Just keeps getting better **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer F. | Human Resources Benefits Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2018 **What do you like best about PlanSource?** The user interface is really one of the most attractive pieces of PlanSource. I also appreciate the continuous updates to the system, and the best part is they're FREE! **What do you dislike about PlanSource?** I wish report writing had a little more reach. I was specifically recently asking if there was a way to upload employee's subscriber ID numbers for their medical, dental, vision etc. plans. The system also doesn't have a field for an ITN number only social, or maybe a field for employee photo. Overal it's a good system but more custom fields would be nice. **Recommendations to others considering PlanSource:** It's definitely worth a try. **What problems is PlanSource solving and how is that benefiting you?** There was a time when PlanSource was not extremely effective in the implementation process, and there were endless technical headaches with the system. I can happily say now that so much of that has turned around with the restructuring their customer service department and whatever behind the scene changes occurred to completely eliminate this problem. Last OE we implemented a new carrier and the transition was seamless. ### 26. Account Managers Impact Your Experience with PlanSource **Rating:** 3.5/5.0 stars **Reviewed by:** Dara W. | HR Benefits Manager, Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2019 **What do you like best about PlanSource?** The system is fairly easy to use and navigate around. **What do you dislike about PlanSource?** E-mailing the "HCM Service Team". You are being juggled from representative to representative **What problems is PlanSource solving and how is that benefiting you?** All in one HRIS system. Necessary for employee data and compliance. ### 27. Payroll Analyst **Rating:** 3.0/5.0 stars **Reviewed by:** Lisa H. | Payroll Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2019 **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. **What do you dislike about PlanSource?** reporting is not as user friendly as I would like **What problems is PlanSource solving and how is that benefiting you?** Remote access!! ### 28. PlanSource is ACA/Enrollment Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2019 **What do you like best about PlanSource?** I love the set-up. Easy for employees to complete enrollment. Easy for HR to use. **What do you dislike about PlanSource?** Cannot think of anything that I have disliked. **What problems is PlanSource solving and how is that benefiting you?** Ability to manage multi-vendors. ### 29. Excellent online support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about PlanSource?** I find the customer service people to be very responsive and helpful. Kim Cho Torres and Maribel Medina in particular are excellent. **What do you dislike about PlanSource?** I have had a bit of trouble finding answers on the website itself, so I often have to resort to emailing the support staff. (Who are always very helpful, but I feel like it could be a bit easier to research the answers on my own.) **What problems is PlanSource solving and how is that benefiting you?** PlanSource helps us remain in compliance with Cobra laws. We are starting to use PlanSource for ACA administration as well. It also provides an interface with our insurance provider. ### 30. used for benefits **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2019 **What do you like best about PlanSource?** The entry of new employees makes it almost impossible to make errors. **What do you dislike about PlanSource?** The reporting could be better, it isn't great for analysis. **What problems is PlanSource solving and how is that benefiting you?** It has been useful in keeping up with benefit elections and changes. ### 31. Recent experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2019 **What do you like best about PlanSource?** The customer service is very attentive. **What do you dislike about PlanSource?** Not being familiar the product and specific advantages. **What problems is PlanSource solving and how is that benefiting you?** Verification of information and file content. ### 32. Personal Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2018 **What do you like best about PlanSource?** Our PlanSource account representative is wonderful, proactive and so very helpful to walk us through whatever challenge we have. His experience with the PlanSource systems is drawn upon and solutions found! **What do you dislike about PlanSource?** standard reports could have more categories to choose from when selecting filters. **Recommendations to others considering PlanSource:** Define what you need and PlanSource is very helpful in implementing! **What problems is PlanSource solving and how is that benefiting you?** Easy to get employee information at our fingertips, thus answer employee questions about benefits, pay, etc. Employees have access to change address, banking information, W-4 information and can retrieve documents and information on their own (if they remember their password!) Open enrollment for benefits is managed through PlanSource systems also. PlanSource facilitates so much of HR and Benefits service. ### 33. Effecient Ben Admin System **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2019 **What do you like best about PlanSource?** I like the Ease of Use, Accuracy and automation. **What do you dislike about PlanSource?** Only issue that I have is the Client Reps change frequently. The ones that we have now are really good though. **What problems is PlanSource solving and how is that benefiting you?** Efficiency ### 34. Highly Recommended **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2018 **What do you like best about PlanSource?** With PlanSource, I don't have to worry about ACA or COBRA administration. The work is done for me! **What do you dislike about PlanSource?** Learning the website. There is SO MUCH information to find and figure out before go-live. The implementation team was really helpful though. **Recommendations to others considering PlanSource:** I did several months of research on different payroll services and their partner providers. I am so pleased with PlanSource I'm glad I chose them. **What problems is PlanSource solving and how is that benefiting you?** ACA compliance is now easy. Benefit deductions are automatic. My payroll service communicates directly with PlanSource and I don't have to lift a finger. It is a burden off of my shoulders. ### 35. Fast and great customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Miriame C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2018 **What do you like best about PlanSource?** the speed of service and clearly defined instructions. Alicia was very knowledgeable **What do you dislike about PlanSource?** I dislike the lack of user-friendliness for employees. They are not able to enroll in benefits on their own **Recommendations to others considering PlanSource:** Ease the process for users (employees). They are never able to log in and if they do log in they do not know how to enroll **What problems is PlanSource solving and how is that benefiting you?** Benefit - Great customer service ### 36. The Chat Box **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2018 **What do you like best about PlanSource?** I love that I can toggle between chatting & troubleshooting and working in other platforms when I need assistance with a record in PlanSource. I also enjoy not being tied to problem solving over the phone when trying to be discreet regarding an issue. **What do you dislike about PlanSource?** There is a slight wait for a specialist to become available, but when they are assigned to help you, they complete the request thoroughly and follow up promptly. **What problems is PlanSource solving and how is that benefiting you?** Comprehensive history of benefits that any employee was eligible for or elected. The service team available to ensure records are correct are a great asset. ### 37. Versatility in a benefits platform **Rating:** 4.5/5.0 stars **Reviewed by:** David F. | HR Analyst & Benefits Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** November 21, 2018 **What do you like best about PlanSource?** I like the administrative dashboard best. **What do you dislike about PlanSource?** When filtering tickets, I wish there was a way to keep the filter active after closing a ticket. **Recommendations to others considering PlanSource:** It's a versatile, resilient product. **What problems is PlanSource solving and how is that benefiting you?** Administering employee benefits, billing, and integration with ADP Workforce Now are all big plusses. ### 38. Employees seem to love it; HR does not **Rating:** 1.0/5.0 stars **Reviewed by:** Christine W. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2018 **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. **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!! **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. ### 39. Easy to Work With **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2018 **What do you like best about PlanSource?** PlanSource is very responsive and one of my easiest vendors to work with. **What do you dislike about PlanSource?** I do not have any dislikes at this time. **What problems is PlanSource solving and how is that benefiting you?** PlanSource administers our multi-state Kaiser plans in one place, simplifying enrollments/terms and billing. ### 40. Always understands my needs **Rating:** 5.0/5.0 stars **Reviewed by:** Debra M. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2018 **What do you like best about PlanSource?** I'm most happy with the ease of the Renewal Wizard. The process is so simple and easy to understand. You can complete your Renewal in a minimal amount of time without little to no additional help. **What do you dislike about PlanSource?** I think the ACA process can be improved upon. The tab for that particular function is somewhat confusing to me . Every year I have to have some added support from Plan Source . I feel if the tabs were more interactive, you might have a better understanding of the process as a whole. **What problems is PlanSource solving and how is that benefiting you?** Plan Source is working on a problem with how the salaries of our employees are uploaded. We haven't realized the benefits just yet as it is still being worked on. ### 41. PlanSource Benefit Administration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2018 **What do you like best about PlanSource?** PlanSource is a best in class benefit administration The team at PlanSource allows us to be demanding partners and achieve our strategic goals Shout out to Ultimate Software and the near real time connection with PlanSource allowing us the best of both worlds! **What do you dislike about PlanSource?** As with any system there have been technological issues we've had to work through. Our organization has some pretty complicated configuration but PlanSource has supported us with it all. **Recommendations to others considering PlanSource:** Do your homework, no matter what system - be a demanding partner and communicate your needs before, during and after. **What problems is PlanSource solving and how is that benefiting you?** Providing our employees with an automated solution that integrates with our payroll system to reduce (and eventually eliminate) manual data entry errors & increase time to apply to the other areas of our job that we did not have time for previously ### 42. Great for employees; Okay for administrators, could be improved. **Rating:** 3.0/5.0 stars **Reviewed by:** Amy B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2018 **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. **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. **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. ### 43. Too Many Bugs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2018 **What do you like best about PlanSource?** Easy to navigate and configure. Easy to use. **What do you dislike about PlanSource?** Too many bugs and glitches. Having issues with the FSA elections. the per pay period method does not compute correctly. Beneficiaries are not showing up. **What problems is PlanSource solving and how is that benefiting you?** It is easy for employees to navigate through their benefits. For enrollments it is one stop place to see all your benefits. ### 44. Manager-HRIS and Total Rewards **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy H. | Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2018 **What do you like best about PlanSource?** The application is user-friendly for Administrators and end users (employees). **What do you dislike about PlanSource?** There is nothing I dislike about the system. **Recommendations to others considering PlanSource:** I like how not only PlanSource is the centralized system to hold our data, but also, the system helps track our ACA requirement and can produce the 1095 forms. **What problems is PlanSource solving and how is that benefiting you?** We have all the data in one centralized system. The data in PlanSource are sent to all our carriers. It makes it easy to look into one system and resolve any issues as needed. In addition, it is easy for our employees to enroll into their benefits. ### 45. Very attentive to customers needs. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2018 **What do you like best about PlanSource?** Their willingness to personally assist with all areas of need or concern. It's important to each one of them that the customer gets accurate, precise info. **What do you dislike about PlanSource?** Not much at all to dislike. I wish their were more areas of learning and opportunities for more seminars and webinars on COBRA, ACA, etc. **Recommendations to others considering PlanSource:** Highly recommend **What problems is PlanSource solving and how is that benefiting you?** COBRA, ACA reporting, Employee Benefits (medical, dental, vision, life, STD, LTD, EAP) ### 46. PS Implementatin Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Farming | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2018 **What do you like best about PlanSource?** All in one system with benefits is valuable **What do you dislike about PlanSource?** Effectiveness of the employees. They need better training **What problems is PlanSource solving and how is that benefiting you?** HR Management tool for supervisors ### 47. Survey **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly M. | HR Generalist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2018 **What do you like best about PlanSource?** I like that Plansource offers many different HR functions all in one system. It's helpful for the candidate beginning their career at NOIC all the way after they are no longer an employee. **What do you dislike about PlanSource?** Sometimes the system does not keep connections witht he other systems correctly. For example Last names will not be changed on other websites, or positions, feeds are incorrect to certain vendors. I feel like we have more system errors than necessary. **What problems is PlanSource solving and how is that benefiting you?** Business problems just in system errors and direct report errors. If an employee gets terminated there is not one method to remove direct reports, it seems like we have to manually check multiple locations to remove the attachment from the terminated employee. Benefit, having multiple areas available for employees in one system. ### 48. Like pulling teeth to get things started with them..... **Rating:** 0.5/5.0 stars **Reviewed by:** Cliff S. | Enterprise (> 1000 emp.) **Reviewed Date:** May 30, 2018 **What do you like best about PlanSource?** The user interface is awesome, never an employee complaint. **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. **Recommendations to others considering PlanSource:** It is slick from an end user perspective, but miserable from an administration view point. **What problems is PlanSource solving and how is that benefiting you?** It makes signing up for benefits very easy. ### 49. Long Term PlanSource Client **Rating:** 5.0/5.0 stars **Reviewed by:** Susan C. | Human Resources Manager, Wireless, Enterprise (> 1000 emp.) **Reviewed Date:** September 23, 2016 **What do you like best about PlanSource?** The system is user friendly and is a one stop shop for all of our payroll and HR needs. Their technology eases the administration on our staff and allows integration between payroll and benefits to simplify all of our processes. We utilize their payroll system, benefits and ACA administration, onboarding, and time keeping system. PlanSource's customer service is above and beyond as well. **What do you dislike about PlanSource?** I have always been happy with the service I have received, however, there is always room for improvement. I do think their business intelligence reporting could be more user friendly. **Recommendations to others considering PlanSource:** PlanSource offers a very high level of customer service. **What problems is PlanSource solving and how is that benefiting you?** We have been with PlanSource for over 7 years so the benefits we have received from them have been ongoing for many years. They have been able to help us with incredible amounts of growth into so many new states. Their benefits platform has been a must have for us given our employee population is scattered across the country. Employees can not only enroll but also receive education on the benefit offerings. Most recently their ACA reporting feature has made filing very simplified. ### 50. PlanSource: good and getting even better **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2018 **What do you like best about PlanSource?** PlanSource keeps investing in technology and advancement to offer their clients more services and options. **What do you dislike about PlanSource?** Sometimes, with all of the advancing technology, it feels like they're a little understaffed during peak times like open enrollment. Year-round the responses are fine, but in 4th quarter, there are sometimes delays and mistakes. **Recommendations to others considering PlanSource:** PlanSource is committed to internal investment in technology. I've seen a great deal of advancement from them in the last couple of years, and their roadmap of improvements is impressive and definitely pointed in the right direction. **What problems is PlanSource solving and how is that benefiting you?** We have a vast, remote workforce with high turnover, and we use PlanSource to communicate benefits information year-round and to administer a secure Open Enrollment environment. The security of our system has been solid, which is paramount these days. We also enjoy the ability to store plan documents on the system, and we've taken great advantage of the educational video content PlanSource offers. ## PlanSource Discussions - [We have several other software that we would like to Integrate with PlanSource. Could a PlanSource Rep contact me to discuss?](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) - 1 comment, 1 upvote - [How does PlanSource partner with Insurance carriers?](https://www.g2.com/discussions/how-does-plansource-partner-with-insurance-carriers) - 1 comment, 1 upvote - [Broker Relationships](https://www.g2.com/discussions/broker-relationships) - 1 comment, 1 upvote - [How do you put your customers first?](https://www.g2.com/discussions/account-support) - 1 comment, 1 upvote - [Are you legally approved to operate as a TPA nationally?](https://www.g2.com/discussions/tpa-services) - 1 comment, 1 upvote - [View PlanSource pricing details and edition comparison](https://www.g2.com/products/plansource/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-03+15%3A53%3A21+-0500&secure%5Bsession_id%5D=31d155c0-d286-4074-b60b-bcc6fd412dd9&secure%5Btoken%5D=3fde644bc5a2ba3e16e6bf3dc33c67750ff4eaef028909fba8a3cf1384a19fef&format=llm_user) ## PlanSource Features **Benefits Administration Platform Features** - Benefits Record Management - Enrollment Planning - Third-Party Carrier Integration - Document Management - Total Compensation Statements - Self-Service Portal - Regulatory Compliance - Mobile Benefits Access **Agentic AI - SAP Store** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Benefits Administration Platform Features** - Benefits Record Management - Enrollment Planning - Third-Party Carrier Integration - Document Management - Total Compensation Statements - Self-Service Portal - Regulatory Compliance - Benefits Dashboards - Mobile Benefits Access - Integrations / APIs - Internationalization - Mobility **Generative AI** - AI Text Generation - AI Text Summarization - AI Image-to-Text **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Dashboards ## Top PlanSource Alternatives - [Employee Navigator](https://www.g2.com/products/employee-navigator/reviews) - 4.6/5.0 (156 reviews) - [bswift](https://www.g2.com/products/bswift/reviews) - 3.8/5.0 (31 reviews) - [Benefitfocus](https://www.g2.com/products/benefitfocus/reviews) - 4.2/5.0 (29 reviews)