PlanSource - 2026 Pricing, Features, Reviews & Alternatives

PlanSource is a cloud-based benefits administration solution designed to help employers, consultants and insurance carriers of all sizes manage enrollment, billing, compliance, and more. The platform offers a host of features such as plan recommendations, contribution management, ACA measurement, reporting, reconciliation and cost calculations. A customizable dashboard allows users to manage employees, services, payroll, and communication.

PlanSource’s human capital management module allows businesses to handle applicant tracking, new hire onboarding and performance management. The platform comes with a portal which lets users automate processes related to job postings and resume uploads. Key features include prepaid cards, retirement administration, and time/labor tracking.

PlanSource allows employers to create personalized content based on demographics, location, and user type. The app also provides employee communication tools for users to send deduction details, push notifications, and electronic benefits confirmation statements. Administrators can create, customize, save, and schedule benefits reports.

PlanSource includes an integrated reporting solution which enables users to manage ACA compliance, from information importing to measurement, notifications, and forms generation. The platform also lets users transmit final forms to internal revenue services (IRS) and print or share them via email with employees.