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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 71-80 out of 160

KD

Karen D

05/16/19

4.5 out of 5

"Mostly easy to work with and the reporting makes my job tremendously easier throughout the year."

What do you like best about PlanSource? The reporting is very robust and user-friendly. It tremendously helps to cut my time in report preparation, etc. since I can easily click on essentially any report necessary. And the benefit summary page for each employee is an easy, go-to view for each employee.

AU

Anonymous User

05/11/19

4.5 out of 5

"Recent experience "

What do you like best about PlanSource? The customer service is very attentive. What do you dislike about PlanSource?

AR

Aaron R

05/07/19

4.5 out of 5

"Dedicated benefit administration software and team that care."

What do you like best about PlanSource? What I like best is the ease of letting the system do all the work and get our employees enrolled in benefits. Once setup its pretty hands off for my department.

AU

Anonymous User

05/06/19

5 out of 5

"PlanSource is ACA/Enrollment Friendly"

What do you like best about PlanSource? I love the set-up. Easy for employees to complete enrollment. Easy for HR to use. What do you dislike about PlanSource?

AU

Anonymous User

05/06/19

5 out of 5

"PlanSource is ACA/Enrollment Friendly"

What do you like best about PlanSource? I love the set-up. Easy for employees to complete enrollment. Easy for HR to use. What do you dislike about PlanSource?

KW

Kimberly W

04/25/19

4.5 out of 5

"Rural company online transition"

What do you like best about PlanSource? For our employees, having access to all of their benefit plans at any time truly provides a value add experience for not only the remote field employees but also their spouses. It helps reduce the number of calls that my department takes throughout the year questioning their benefit plans.

ME

maria eulamae s

04/16/19

3.5 out of 5

"there still room for improvement"

What do you like best about PlanSource? I would say the customer service are efficient whenever we have a question. What do you dislike about PlanSource?

AU

Anonymous User

04/16/19

3.5 out of 5

"used for benefits"

What do you like best about PlanSource? The entry of new employees makes it almost impossible to make errors. What do you dislike about PlanSource?

AU

Anonymous User

04/15/19

3.5 out of 5

"The system works well, but getting help during OE was a huge disappointment..."

What do you like best about PlanSource? PlanSource collects data from our payroll system, making new hires and other changes very easy! We only have to input data once and the system works well.

IH

Isaiah H

04/11/19

5 out of 5

"Plan Source Review"

What do you like best about PlanSource? Very user friendly and when I needed help it was there What do you dislike about PlanSource?