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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 31-40 out of 160

AU

Anonymous User

02/26/21

5 out of 5

"Plansource has been extremely helpful !"

What do you like best about PlanSource? Its user friendly and very easy to understand. Employees find it easy to use and update their information. What do you dislike about PlanSource?

AU

Anonymous User

02/26/21

5 out of 5

"Love the program and my account manager is very responsive"

What do you like best about PlanSource? It is very user friendly for my employees What do you dislike about PlanSource?

AU

Anonymous User

02/26/21

5 out of 5

"Fantastic online platform"

What do you like best about PlanSource? Convenience, user friendly, and great reporting tools What do you dislike about PlanSource?

MB

Maribel B

02/26/21

5 out of 5

"Happy District"

What do you like best about PlanSource? Super easy user friendly system, very easy to read and able to export details on your own. What do you dislike about PlanSource?

S

Sandrine

02/22/21

5 out of 5

The best benefits partner

PROS: The greatest advantage of using PlanSource is its user-friendliness for our workers - from the app to the call center. I'm sure that our workers professionally get the right information. Worker interaction was the most essential thing for us when considering a benefit channel.

AU

Anonymous User

01/04/21

5 out of 5

"HR Director"

What do you like best about PlanSource? The ease of use and the support from our rep. What do you dislike about PlanSource?

D

Dandre

02/22/20

5 out of 5

Useful tool!

PROS: This was our business's lifesaver. We get heavy churn and often recruit staff out of state. PlanSource helps staff login at home at their leisure rather than bringing documents into office. I really like that it connects straight to the sender, so I wouldn't have to send every enrollment.

L

Letha

02/17/20

5 out of 5

Online Development and Profit Management

PROS: Deliverables like comprehensive reports and insights among others helped me and my colleagues to be guided by data. PlanSource helped our company develop. CONS: I want to see some more service features and demographic insights.

N

Nathaniel

02/16/20

5 out of 5

Excellent tool for choosing and monitoring staff benefits

PROS: I love how simple PlanSource is to use; places all your compensation details in one site. Adds costs as you choose, so that you are mindful of the cumulative reductions of every pay cycle. CONS: This tool is really useful and I have nothing to complain about.

AU

Anonymous User

01/16/20

3.5 out of 5

"Wonderful Tool"

What do you like best about PlanSource? I like the integration and simplicity and the support What do you dislike about PlanSource?