PlanSource 2026: Benefits, Features & Pricing

ACA compliance, online experience for employees (instead of paper), and improved billing reconciliation with our vendors.

Onboarding and offboarding through the changing turnovers that we currently experience in healthcare right now is made easier by PlanSource. We currently have 171 employees and that number fluctuates every day. PlanSource is the reason I can keep up with on and offboarding.

-7 months later and my initial implementation is not finalized. I am in open enrollment and fixing way too much stuff. -The benefit codes that were set up in UltiPro take a PhD to understand. -The reporting feature which was sold as this amazing feature, actually is terrible. Want to move your column arrangement? Get ready to remove all the fields and add the again in the order. What happened to dragging the column to the order you need it in? I could go on for days, but I think you get the point. I did a lot of research and asked a lot of questions before getting this system. I felt so confident that this was going to make my administrative tasks with benefits an ease, that unfortunately is not the case.

I have used this software for almost 7 years -- it is vast and expansive in its capabilities. Its reporting system alone seems to be able to manipulate your data in any way possible you could ever need. The payroll interface is simple as is the benefits. The problem I face most with this is the support by the company. The training on how to use their reporting system and its vast capabilities are lacking. If I have problems and contact their customer service team, I often find myself explaining to them the finer details of how a simple interface, such as PTO setup, works in regards to the detail or assistance I need. I don't know if they are growing too fast and don't have the staff support to keep up or their staff just isn't up to speed on their product as they need to be. I find myself leaning on the team for support less and less. Additionally, there are many things in the system that occur (bugs, known issues etc) that just don't make sense. Plansource recommends vendors for you to use for other pieces of your business that are 'built to flow' to their systems. However, we find that they don't actually capture all of the information that's needed and take all parts into consideration. We are using this recommended vendor and yet still have to do our own workarounds to make their 'flow of information' between systems complete. That being said when there is an issue that they have erred on - they do go above and beyond to correct it.

Shop around, there are better options out there. PlanSource seems to only be about getting every last dime they can from their customers instead of investing the time to improve their system or establishing a good customer service protocol.

Benefits enrollment and benefits maintenance is easily done with PlanSource.

There is nothing about this company that I would recommend.

It was a good test in our search to find other platforms/vendors who could eliminate as much of the manual enrollment process as possible. I was a tester asked to jump in and help HR evaluate from the individual employee user perspective.