PlanSource Pricing, Features, Reviews & Comparison of Alternatives


Benefits administration solution for businesses of all sizes

4.0/5 (10 reviews)

PlanSource overview

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.


Pricing options
Value for money
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Business size



United States

Supported languages

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
Ease of use
Customer support
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.

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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

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.

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Susan Calvert

Devoted Client Of PlanSource

Used daily for 2+ years
Reviewed 2016-09-23
Review Source: Capterra

I have been using the PlanSource system for over 7 years for our payroll and HR needs. They provide a high level of customer service and continue to evolve their product with the changing needs of the market. I highly recommend their services to anyone looking for a system which can provide a robust payroll system, ACA and benefits administration, time keeping software, and onboarding all in one place.

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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.

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Stephanie Magrich

PlanSource Review

Used daily for 2+ years
Reviewed 2018-08-29
Review Source: Capterra

Benefits enrollment and benefits maintenance is easily done with PlanSource.

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PlanSource pricing

Pricing options
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Contact PlanSource for details.

PlanSource features

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

Activity Tracking (205 other apps)
Automatic Notifications (322 other apps)
Automatic Reminders (210 other apps)
Customizable Branding (248 other apps)
Data Import/Export (238 other apps)
Employee Self Service (205 other apps)
Real Time Reporting (204 other apps)
Reporting & Statistics (328 other apps)
Third Party Integration (251 other apps)

Additional information for PlanSource

Key features of PlanSource

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