PlanSource Review

Our score: 8.9 User satisfaction: 95%

What is PlanSource?

PlanSource is a cloud-based benefits administration platform that consolidates human capital management. Because of its comprehensive set of tools, everything you need to oversee benefits provision, accurate and on-time payroll, and talent and employee retention are accessible on one interface.

However, beyond being a solution for employers, PlanSource also acts as a platform for brokers and carriers. The software is configurable for the benefit administration processes you already have in place. Because of this versatility, you can support the needs of your workforce or clients agilely.

Moreover, PlanSource has robust support for other software. It can synchronize with over 700 systems and can build live data connections with more than 15,000 platforms. The integration procedure is a smooth one, therefore allowing you to maximize the solution rapidly after implementation.

Overview of PlanSource Benefits

Highly Configurable Platform

PlanSource is an ideal complement for employers, brokers, and carriers alike because of its versatility. It has a flexible platform that can adapt to your custom benefits system or insurance exchange. Because of this, you can provide the coverage your employees or clients need smoothly.

Simplified Benefits Administration

Benefits Administration is at the core of the PlanSource platform. It helps you maintain control over your processes by automating redundant tasks. As such, you can also say goodbye to physical paper trails and save on money and space.

With PlanSource, you can simplify benefits configuration and enrollment as well. The solution lets you enforce business rules during sign-up and throughout the year to make certain that employees apply for benefits that are right for their cases.

Streamlined ACA Reporting

Keeping up with ACA compliance requirements is a challenging task. However, PlanSource streamlines the procedure with its end-to-end solution. It keeps your records accurate by synchronizing with your payroll solution, it helps you maintain compliance by tracking the hours worked, and it transforms your workflow by generating IRS forms automatically. With these features, you can be confident that your business does not meet a single compliance step.

Best-in-Class Human Capital Management

PlanSource complements its benefits administration system with outstanding HCM software. It helps you stay apace with regulations and affords you maximum productivity. That is because it bundles management tools for payroll, talent, and labor pool. Thus, you can find the best people for your team and provide them with attractive remuneration packages for their services.

Extended Data Exchange

PlanSource takes EDI to the next level by supporting a wide-ranging list of systems and data sources. By doing so, it ensures that you enjoy a cohesive system that is efficient and highly automated.

Overview of PlanSource Features

  • Benefits Administration
  • Eligibility Management
  • Open Enrollment & Life Events
  • Cost Calculations
  • ACA Reporting & Compliance
  • Flexible Reporting
  • Human Capital Management
  • Employee Communications
  • Data Exchange

PlanSource Position In Our Categories

Knowing that companies have particular business wants, it is only reasonable they avoid buying an all-in-one, ideal business application. Regardless, it would be almost impossible to pinpoint such a software product even among recognizable software solutions. The better thing to do should be to note down the different major aspects that necessitate careful thought including essential features, packages, skill levels of staff members, company size, etc. Next, you should follow through the product research comprehensively. Read some of these PlanSource evaluations and explore each of the solutions in your list in detail. Such well-rounded research ensure you keep away from unsuitable applications and buy the system that has all the function you require company requires.

Position of PlanSource in our main categories:

TOP 50

PlanSource is one of the top 50 HR Software products

If you are interested in PlanSource it may also be a good idea to check out other subcategories of HR Software gathered in our database of B2B software reviews.

Since each enterprise has particular business requirements, it is prudent for them to desist from searching for a one-size-fits-all ideal software solution. Needless to say, it would be pointless to try to find such a platform even among popular software platforms. The smart thing to do would be to list the various essential elements that require consideration such as required features, finances, skill levels of workers, company size etc. Then, you should do your homework thoroughly. Read some PlanSource HR Software reviews and check out each of the other apps in your shortlist in detail. Such comprehensive groundwork can make sure you discard ill-fitting systems and zero in on the system that provides all the aspects you require for business success.

How Much Does PlanSource Cost?

PlanSource Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

PlanSource unifies human resource management and benefits administration in one stunning and intuitive platform. It adapts to your approach and minimizes your manual tasks. If you are interested in this software, you can request enterprise pricing from the sales team by phone. Alternatively, you can send your contact details via the web form.

User Satisfaction

Positive Social Media Mentions 36
Negative Social Media Mentions 1

We realize that when you make a decision to buy HR Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PlanSource reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with PlanSource. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Top Competitors To PlanSource By Price

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What are PlanSource pricing details?

PlanSource Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

PlanSource unifies human resource management and benefits administration in one stunning and intuitive platform. It adapts to your approach and minimizes your manual tasks. If you are interested in this software, you can request enterprise pricing from the sales team by phone. Alternatively, you can send your contact details via the web form.

What integrations are available for PlanSource?

Through EDI, PlanSource can integrate with more than 700 systems and provide live data connections from 15,000 sources.


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Reviewed By Jenny Chang
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