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9.2

Spot Score

PlanSource - Benefits Administration Software

PlanSource Reviews in May 2025: User Ratings, Pros & Cons

Elevate your benefits, simplify your life.

4.3

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PlanSource Reviews & Ratings

4.3

Very Good

Based on 129 ratings & 160 reviews

Rating Distribution

Excellent

(86)

Very Good

(62)

Good

(12)

Poor

(0)

Terible

(0)

Expert's Review

PlanSource is consistently praised for its user-friendly interface, ease of access for both users and administrators, and comprehensive features that make benefit management streamlined and efficient. Users appreciate the platform's customization options and the ability to track their contributions and deductions easily. The software's reliability and seamless ...Read more

PlanSource pros and cons

  • Offers a wide array of features and customization options, making it highly adaptable to different needs.

  • Provides easy access to benefits information, contributing to a positive user experience and efficient processes.

  • User-friendly interface for both employees and administrators, enhancing ease of use and navigation.

  • Regular updates and improvements based on client feedback demonstrate dedication to enhancing service quality.

  • Search function can be challenging and requires precision, affecting usability for some users.

  • Limited guidance and instructions for benefit selection may lead to confusion during the process.

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Showing 121-130 out of 160

AU

Anonymous User

03/13/18

5 out of 5

"Great system, efficient!"

What do you like best about PlanSource? Very easy system to use, customer service excellent What do you dislike about PlanSource?

AU

Anonymous User

03/13/18

4.5 out of 5

"PlanSource"

What do you like best about PlanSource? Customer support, personal touch, feels like PlanSource is part of our organization What do you dislike about PlanSource?

KD

Kristy D

03/13/18

4.5 out of 5

"Convenient and Easy"

What do you like best about PlanSource? I appreciate that I can log in from home, work, vacation, on my phone or anywhere I can get an internet connection. What do you dislike about PlanSource?

AU

Anonymous User

03/13/18

4 out of 5

"Good products with a few quirks"

What do you like best about PlanSource? My favorite part about PlanSource is the interaction with the carriers and how easy it is for employees to log-in and make changes. The interaction w/ most of the workers has been pleasant as well.

MG

Melanie G

03/13/18

3.5 out of 5

"Good System!"

What do you like best about PlanSource? Easy to navigate. Good home page and relatively intutitive What do you dislike about PlanSource?

FB

Flor B

03/13/18

3.5 out of 5

"Learning curve."

What do you like best about PlanSource? The audits, the system is really good about auditing all of our employer data. What do you dislike about PlanSource?

FB

Flor B

03/13/18

3.5 out of 5

"Learning curve."

What do you like best about PlanSource? The audits, the system is really good about auditing all of our employer data. What do you dislike about PlanSource?

FB

Flor B

03/13/18

3.5 out of 5

"Learning curve."

What do you like best about PlanSource? The audits, the system is really good about auditing all of our employer data. What do you dislike about PlanSource?

SS

Scott S

02/28/18

4.5 out of 5

"PlanSource benefits administration software review"

What do you like best about PlanSource? They continue to improve the software with frequent releases/updates (4 per year). Very good service. Employees seem to be passionate about delivering a great product and service to us and our employees.

SC

Susan C

02/27/18

5 out of 5

"Long Term PlanSource Client"

What do you like best about PlanSource? The system is user friendly and is a one stop shop for all of our payroll and HR needs. Their technology eases the administration on our staff and allows integration between payroll and benefits to simplify all of our processes. We utilize their payroll system, benefits and ACA administration, onboarding, and time keeping system. PlanSource's customer service is above and beyond as well.