--- title: "PlanSource Software Reviews, Demo & Pricing - 2026" description: "Review of PlanSource Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/hr/plansource-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Benefits Administration Software](https://www.softwareadvice.com/hr/benefits-administration-comparison/) / PlanSource Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/bi/plansource-profile/reviews/) # PlanSource Review From $2/month 1 plan Wondering if PlanSource is right for your organization? Our Benefits Administration Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview PlanSource 3.9 [(15)](https://www.softwareadvice.com/bi/plansource-profile/reviews/) Pricing Starting at $2.00 per month ### About PlanSource PlanSource is a technology company on a mission to create the best benefits experience possible. We automate and streamline every aspect of employee benefits management, maximizing the efficiency and overall value of your benefits program. More than 5,000 HR teams, 500 brokers and 7.5 million consumers trust PlanSource for benefits communications, shopping, enrollment, billing, compliance and ongoing administration every day. Wondering if PlanSource is right for your organization? Our Benefits Administration Software selection experts can help you in 15 minutes or less. ## PlanSource User Interface ## Popular PlanSource Alternatives Main Product PlanSource 3.9 [(15)](https://www.softwareadvice.com/bi/plansource-profile/reviews/) Ratings Breakdown - 3.73Ease of use - 3.55Value for money - 3.36Customer support - 3.87Functionality Pricing Starting at $2.00 per month Get Price Alternative Product [Connecteam](https://www.softwareadvice.com/hr/connecteam-profile/) 4.6 [(5309)](https://www.softwareadvice.com/hr/connecteam-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.47Value for money - 4.61Customer support - 4.53Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Paylocity](https://www.softwareadvice.com/hr/web-pay-profile/) 4.3 [(1929)](https://www.softwareadvice.com/hr/web-pay-profile/reviews/) Ratings Breakdown - 4.33Ease of use - 4.23Value for money - 4.07Customer support - 4.26Functionality Pricing Available upon request Get Price Alternative Product [BambooHR](https://www.softwareadvice.com/hr/bamboohr-profile/) 4.6 [(3553)](https://www.softwareadvice.com/hr/bamboohr-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.46Value for money - 4.50Customer support - 4.42Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Paycor](https://www.softwareadvice.com/hr/paycor-perform-profile/) 4.3 [(3071)](https://www.softwareadvice.com/hr/paycor-perform-profile/reviews/) Ratings Breakdown - 4.30Ease of use - 4.18Value for money - 4.18Customer support - 4.20Functionality Pricing Available upon request Get Price Alternative Product [UKG Ready](https://www.softwareadvice.com/product/419228-UKG-Ready/) 4.2 [(1148)](https://www.softwareadvice.com/product/419228-UKG-Ready/reviews/) Ratings Breakdown - 4.15Ease of use - 4.12Value for money - 4.14Customer support - 4.11Functionality Pricing Available upon request Get Price ## PlanSource Pricing and Plans Starting price: $2.00 per month Free Trial Free Version Basic $2.00 per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## PlanSource Features - Popular features found in Benefits Administration ACA Reporting Compliance Management Deduction Management Employee Benefits Administration Employee Database Health Insurance Administration Payroll Management Provider Management Self Service Portal - More features of PlanSource Activity Dashboard Ad hoc Reporting API Applicant Tracking Benefits Administration Outsourcing Benefits Dashboard Benefits Management COBRA Administration Communication Management Compensation Management Configurable Workflow Customizable Reports Dashboard Data Import/Export Document Management Document Storage Employee Engagement Employee Management Employee Onboarding Employee Portal Employee Self Service FMLA Administration HIPAA Compliant HSA/FSA Administration Life Insurance Administration Mobile Access Onboarding Online Benefits Enrollment Performance Management Real-Time Reporting Recruitment Management Reminders Reporting/Analytics Reporting & Statistics Task Management Third-Party Integrations Timesheet Management Workflow Management ## PlanSource Integrations Oracle Fusion Cloud HCM Integration rated undefined from -1 review UKG Pro Integration rated undefined from -1 review BambooHR Integration rated undefined from -1 review Paycor Integration rated undefined from -1 review ## PlanSource User Reviews ## PlanSource customer ratings - Overall rating: 3.9/5 - Total reviews: 15 ### Rating distribution - 5 stars: 5 reviews (33%) - 4 stars: 6 reviews (40%) - 3 stars: 2 reviews (13%) - 2 stars: 1 reviews (7%) - 1 star: 1 reviews (7%) ### Secondary ratings - Ease of use: 3.7/5 - Value for money: 3.5/5 - Customer support: 3.4/5 - Functionality: 3.9/5 --- ### Plansource has helped us comply with the ACA and move our benefits enrollment from paper to online. - Overall rating: 5/5 - Reviewer: Scott S. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: 1001-5000 employees - Product usage: Used weekly for more than 2 years - Reviewed: January 2018 - Review source details: This review was submitted organically. No incentive was offered ACA compliance, online experience for employees (instead of paper), and improved billing reconciliation with our vendors. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Continuing to improve the software with frequent releases/updates. Has helped us better manage our benefits and took us from paper benefits enrollment to online. Also has simplified our billing process with our insurance vendors. #### Cons Initial integration was a little bumpy. When we first started using Plansource it was a little behind a few other solutions from a feature standpoint, but I believe they have caught up! #### Vendor response Scott, we are happy to help on the ACA front! Staying compliant is more important than ever. Replied May 2018 --- ### PlanSource review for HR Directors or Benefit Coordinators - Overall rating: 4/5 - Reviewer: Maci H. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Starting in this position as a new graduate, I was unfamiliar with the benefit enrollment function. My trainer showed me how our company utilizes PlanSource and I was all game from the first day. I can easily search any employee I have and very quickly see their current benefits, eligibility and premiums. #### Cons My least liked feature was the document library. I could never find what I was looking for. Turns out... our benefits broker just hadn't uploaded our company specific documents. Everything is uploaded now and I reference that library frequently. --- ### Lots of promises that fell through - Overall rating: 3/5 - Reviewer: Leah H. - Verified reviewer: Yes - Industry: Telecommunications - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2020 - Review source details: This review was submitted organically. No incentive was offered -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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 1/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros Pros: - integrates with UltiPro - You can make custom benefit pages, but those go away after enrollment, so get ready to make handouts with the same information for your employees. I love doing the same work twice. #### Cons Cons: Implementation: - Implementation went past schedule by 3 months because of errors setting up our benefits. - EDI took 4 months to set up, some of which were abandoned, multiple times. - implementation ran in to open enrollment period. The implementation team stopped working on benefits for initial implementation and said that they were changing during open enrollment so they would only focus on those benefits. So manual processes for admin for 3 months. - implementation team does your uploads, get ready to redo those. Data was uploaded in to "user defined" (aka custom fields) with wrong data, but uploaded correctly in the benefit field. This made it a joy to audit and correct, which fell on the benefit admin. Implementation team did not offer to correct. System: - doesn't allow benefit information on each product to be accessible after enrollment. Meaning your employees can not access this information - doesn't allow for benefits that rate have to be manually managed. Have a vendor that doesn't a rate table or is custom, they can't support that. - Doesn't really allow custom benefits, i.e. different classes of life insurance with different rules, so get ready to change your benefits - system is slow, my assumption is because of the integration in UltiPro - for $20,000, I have a broken system and am still doing manual work that I was told could be automated - way too many clicks per benefit selection. Get ready to click 4 times for each benefit #### Reasons for switching to PlanSource Ultimately Maxwell Health did not integrate with UltiPro, which is why we switched. I actually really like the system and the user friendliness for employees. Maxwell also didn't allow for benefits administrators to make their own changes to products or set up open enrollment. Being reliant on another team is another level that is not needed and not a good use of time. #### Vendor response Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Professional Services team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize. I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource. Feel free to reach out to me personally at lisa.vanever@plansource.com or 689-205-5698. We look forward to hearing from and helping your team soon. All the Best, Lisa Van Ever SVP, Professional Services PlanSource Lisa.VanEver@plansource.com Replied August 2020 --- ### Good product, not enough knowledgeable support or client education - Overall rating: 4/5 - Reviewer: Melinda G. - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2016 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 --- ### I have been utilizing the PlanSource platform for over 4 years now. - Overall rating: 5/5 - Reviewer: Tammi M. - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2017 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros We utilize the system to manage our robust benefit package. It easily maintains each person's elections, sends a data feed to each of the carriers, and does this all without paper! Open enrollment is so much simpler, and there are fewer errors. While the customer support has had some growing pains, I believe we are over that hurdle. Response time is great and the relationships formed with key administrators has helped us work through our complicated program. #### Cons I am looking forward to the new user interface that will make the site more responsive to the device the employees are using. There are times that people just do not "page down" and then they miss important information. #### Vendor response Tammi, We are so glad that we are able to add value to Murray Securus and help you and your employees during Open Enrollment and beyond! We really appreciate our partnership! Replied August 2017 --- ### Not my first suggestion - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Construction - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 3/5 #### Pros The smart address lookup feature is my favorite piece of this software. I really don't like or love much else about it. #### Cons The software is not user friendly and consistently has issues. The reporting software and functionality is among the worst I've ever used in my career. Customer service is mediocre at best and they charge for literally EVERYTHING you ask them to do or help with. #### Reasons for choosing PlanSource Our 3rd party insurance agent suggested them. #### Vendor response Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Customer Service team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize. I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource. Feel free to reach out to me personally at mark.papp@plansource.com or 407-591-3380. We look forward to hearing from and helping your team soon. All the Best, Mark Papp SVP of Customer Success PlanSource mark.papp@plansource.com Replied August 2020 --- ### PlanSource Review - Overall rating: 5/5 - Reviewer: Stephanie M. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Benefits enrollment and benefits maintenance is easily done with PlanSource. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros PlanSource is easy to use. Employee's are easy to set up, the reporting tool is excellent. #### Cons There is nothing I don't like about PlanSource. --- ### We paid for services we didnot get for 10 months They could not get it together - Overall rating: 1/5 - Reviewer: Jeannette Z. - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2018 - Review source details: This review was submitted organically. No incentive was offered There is nothing about this company that I would recommend. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros There is nothing I liked about this company all that is cared about is money not their customers satisfaction.. #### Cons Everything about then is a disaster, Their accounting, their business practices their, employees leaving and just dropping the ball on their customers. They will not take responsibility for anything all they want is their money. --- ### Good experience for first-time users - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used weekly for less than 6 months - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros Ease of use and ability to see all benefits enrolled in per employee on one page. Shows year to year comparisons by person. #### Cons I didn't realize at first that some changes to information require approval, so key changes were made that ended up in 'pending' status without our testing team's knowledge. Lesson learned. --- ### Easy to use, straightforward Benefits Management Platform - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 1001-5000 employees - Product usage: Used other for less than 6 months - Reviewed: April 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros I've used a number of platforms to enroll in benefits in my career, and PlanSource may be the easiest to use. Information is displayed in a clean interface, you have a separate section housing all benefits documentation (such as flyers, insurance riders, etc.), and best of all, it runs FAST. #### Cons I honestly cannot think of any cons for PlanSource, any drawbacks would most likely be related to how well your organization makes use of its features. --- Showing 1 - 10 of 15 Reviews [See All Reviews](https://www.softwareadvice.com/bi/plansource-profile/reviews/) ## Other Top Recommended Benefits Administration Software [BambooHR](https://www.softwareadvice.com/hr/bamboohr-profile/) **4.6** (3553) Recently recommended **560** times [Paycom](https://www.softwareadvice.com/hr/paycom-profile/) **4.4** (1388) Recently recommended **447** times [Rippling](https://www.softwareadvice.com/hr/rippling-profile/) **4.9** (4863) Recently recommended **376** times [TriNet HR Plus](https://www.softwareadvice.com/hr/zenefits-profile/) **4.2** (823) Recently recommended **282** times Stuck Between Options? 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