PlanSource Pricing, Features, Reviews & Comparison of Alternatives

PlanSource

Benefits administration solution for businesses of all sizes

4.0/5 (13 reviews)

PlanSource overview

What is PlanSource?

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.
www.plansource.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
PlanSource screenshot: PlanSource my benefits dashboard screenshotPlanSource Company VideoPlanSource screenshot: PlanSource medical benefits details screenshotPlanSource screenshot: PlanSource medical card screenshot

PlanSource reviews

Value for money
Features
Ease of use
Customer support
  3.8
  3.9
  3.8
  3.6
Scott Spray, SPHR, SHRM-SCP

Plansource has helped us comply with the ACA and move our benefits enrollment from paper to online.

Used weekly for 2+ years
Reviewed 2018-01-30
Review Source: Capterra

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

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!

Response from PlanSource


Scott, we are happy to help on the ACA front! Staying compliant is more important than ever.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Melinda Griswold

Good product, not enough knowledgeable support or client education

Used daily for 2+ years
Reviewed 2016-12-08
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Leah Harper

Lots of promises that fell through

Used daily for less than 6 months
Reviewed 2020-06-03
Review Source: Capterra

-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.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Anonymous

Easy to use, straightforward Benefits Management Platform

Used occasionally for less than 6 months
Reviewed 2020-04-12
Review Source: Capterra

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.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Tammi Miller

I have been utilizing the PlanSource platform for over 4 years now.

Used daily for 2+ years
Reviewed 2017-08-21
Review Source: Capterra

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.

Response from PlanSource


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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PlanSource pricing

Pricing options
Subscription
View Pricing Plans

Contact PlanSource for details.

PlanSource features

API
Activity Dashboard
Applicant Tracking
Customizable Reporting
Employee Database
Employee Management
Employee Onboarding
Employee Portal
Performance Management
Recruitment Management
Self Service Portal

Activity Tracking (265 other apps)
Automatic Notifications (388 other apps)
Customizable Branding (306 other apps)
Data Import/Export (292 other apps)
Employee Self Service (249 other apps)
Real Time Reporting (261 other apps)
Reminders (260 other apps)
Reporting & Statistics (454 other apps)
Third Party Integration (356 other apps)

Videos and tutorials

Additional information for PlanSource

Key features of PlanSource

  • HIPAA Compliant
  • HR Metrics Library
  • Health Insurance Administration
  • Leave & Absence Reporting
  • Talent Management
  • Time Off Management
View All Features