--- title: "PlanSource Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PlanSource Software - reviews, pricing plans, popular comparisons to other Benefits Administration products and more." source_url: "https://www.capterra.com/p/141264/PlanSource/" page_type: "product" language: "en" --- # PlanSource Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) PlanSource ## What is PlanSource? PlanSource is a technology company on a mission to create the best benefits experience possible. Our end-to-end platform automates and streamlines every aspect of employee benefits management, maximizing the efficiency and overall value of your benefits program. More than 5,000 HR teams, 500 brokers and 7.5 million consumers trust PlanSource for benefits communications, shopping, enrollment, billing, compliance and ongoing administration every day. ## What is PlanSource used for? [Benefits Administration](https://www.capterra.com/benefits-administration-software/)[HR Analytics](https://www.capterra.com/hr-analytics-software/)[PEO](https://www.capterra.com/peo-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2 Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PlanSource?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.plansource.com/&name=PlanSource) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PlanSource 3.9 (15) VS. [4.6 (5,311)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $2 Per Month Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (15) Ease Of Use 4.7 (5,311) Value For Money 3.5 (11) Value For Money 4.5 (5,068) Customer Service 3.4 (11) Customer Service 4.6 (5,082) ## PlanSource alternatives [4.6 (3,557)](https://www.capterra.com/p/110968/BambooHR/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.3 (3,074)](https://www.capterra.com/p/133745/Paycor-Perform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.3 (1,932)](https://www.capterra.com/p/86714/WebPay/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.6 (179)](https://www.capterra.com/p/156106/Hibob/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars ## FAQs about PlanSource Overview ### Which roles and teams benefit most from PlanSource? PlanSource is most used by HR leaders, HR managers, generalists, specialists, and payroll teams that manage benefits administration, employee enrollment, and compliance workflows. People operations and learning leaders use it to support workforce processes, while executives rely on centralized reporting and smoother cross-functional coordination with payroll and business systems. Answer based on 13 reviews Overview ### What company size and specific industries is PlanSource built for? PlanSource is designed for organizations with 500 to 10,000 covered lives, which typically places it in the mid-market to enterprise range. The vendor description does not specify any particular industry, so it appears suited to organizations of that size across different sectors. Features and Usability ### What are the key features of PlanSource? PlanSource offers employee benefits administration, online benefits enrollment, and benefits management, along with ACA reporting, COBRA administration, and compliance management. It also includes onboarding, offboarding, performance management, task management, employee self service, document management, reporting and analytics, and workflow management. Integrations ### Which third-party tools and platforms does PlanSource integrate with? PlanSource integrates with 4 third-party HCM platforms: BambooHR, Oracle Fusion Cloud HCM, Paycor, and UKG Pro. These catalog integrations cover core HR and payroll systems, giving PlanSource connection points with widely used workforce management software. Getting Started and Support ### What training and onboarding options does PlanSource offer? PlanSource provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live sessions support guided instruction, webinars cover scheduled learning topics, and documentation and videos offer self-paced reference and step-by-step review. Getting Started and Support ### What customer support options does PlanSource offer? PlanSource provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. These support options give users multiple ways to find answers or reach assistance, with help available through both self-service resources and direct contact channels. ## Features AI summary Based on 3,754 Benefits Administration reviews Capterra data shows that buyers of benefits administration software rank the following features as their top priorities: - **Benefits Management** (**58%** of reviewers rated this feature as critical) - **Online Benefits Enrollment** (**49%**) - **Payroll Management** (**65%**) PlanSource supports all three of the features reviewers rate most important: **Benefits Management**, **Online Benefits Enrollment**, and **Payroll Management**. Together, these capabilities help businesses manage employee benefits accurately, handle enrollment online with less manual work, and keep payroll processes aligned with benefit selections, allowing teams to improve administration efficiency and reduce errors. Online Benefits Enrollment 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Select benefits and provide information needed to participate in a benefit via an online portal Deduction Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Determine what amounts employees should contribute towards their benefits from each paycheck Employee Benefits Administration 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Life Insurance Administration 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Set up and manage life insurance benefits for your employees Provider Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers ACA Reporting Collect data and compile reports to stay in compliance with Affordable Care Act requirements PlanSource 47 features ### All Features - ACA Reporting: Collect data and compile reports to stay in compliance with Affordable Care Act requirements - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Ad hoc Reporting: Generate one-off reports that meet information requirements - API: Application programming interface that allows for integration with other systems/databases - Applicant Tracking: Find and manage potential candidates and their applications and resumes through the recruiting life cycle - Benefits Administration Outsourcing: Delegate benefits administration to third party vendors - Benefits Dashboard: Use a dashboard to view benefits that are selected by employees or offered by employers - Benefits Management: Record employee's benefit plans and selections throughout career progression - COBRA Administration: Manage mandated benefit continuation for employees who no longer work for the company for a limited time period - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Deduction Management: Determine what amounts employees should contribute towards their benefits from each paycheck - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Employee Benefits Administration: Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Engagement: Tools to improve and measure employee satisfaction and involvement - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Onboarding: Process of familiarizing new employees with the company, their position, and responsibilities - Employee Portal: Online portal where employees can access and track their own information - Employee Self Service: Gateway through which employees can access the system - FMLA Administration: Track employee time off under the family and medical leave act (FMLA) - Health Insurance Administration: Set up and manage health insurance benefits for employees - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - HSA/FSA Administration: Set up and manage health savings and flexible spending accounts for your employees - Life Insurance Administration: Set up and manage life insurance benefits for your employees - Mobile Access: Access software remotely via mobile devices - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Benefits Enrollment: Select benefits and provide information needed to participate in a benefit via an online portal - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Provider Management: System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers - Real-Time Reporting: Active reporting of data and metrics - Recruitment Management: Tools to find, assess, and hire suitable candidates for a job within an organization - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Timesheet Management: Track the amount of time spent on a job or task - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (15) 3.9 Based on 15 reviews ## Pricing Value for money 3.5 (11) Basic $2.00 Per Month Value for money 3.5 (11) 3.5 Based on 11 reviews ## Integrations [ BambooHR](https://www.capterra.com/p/110968/BambooHR/)[ Paycor](https://www.capterra.com/p/133745/Paycor-Perform/)[ UKG Pro](https://www.capterra.com/p/480/UKG-Pro/)[ Oracle Fusion Cloud HCM](https://www.capterra.com/p/72011/Oracle-HCM-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.4 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.4 (11) 3.4 Based on 11 reviews ## User reviews Overall rating 3.9 Based on 15 reviews Filter by rating 5(5) 4(6) 3(2) 2(1) 1(1) Mentioned topic Sorted by most recent MH Maci H. Director of Human Resources Hospital & Health Care ### "PlanSource review for HR Directors or Benefit Coordinators" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 22, 2021 Onboarding and offboarding through the changing turnovers that we currently experience in healthcare right now is made easier by PlanSource. We currently have 171 employees and that number fluctuates every day. PlanSource is the reason I can keep up with on and offboarding. Pros Starting in this position as a new graduate, I was unfamiliar with the benefit enrollment function. My trainer showed me how our company utilizes PlanSource and I was all game from the first day. I can easily search any employee I have and very quickly see their current benefits, eligibility and premiums. Cons My least liked feature was the document library. I could never find what I was looking for. Turns out... our benefits broker just hadn't uploaded our company specific documents. Everything is uploaded now and I reference that library frequently. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Senior Producer Marketing and Advertising ### "Nice HR software but can be clunky to use" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 July 1, 2021 My last job is the only place I have used PlanSource and it is nice to know that it is my go-to place for most of my HR needs. Pros This is a nice HR software that puts all the employee info in one place. It is nice to know for most of your employee paperwork and info is located here. Cons The user interface can be a bit clunky, so it takes a moment to get used to it, but overall it is a great option. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Human Resources Construction ### "Not my first suggestion" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 4/10 August 17, 2020 Shop around, there are better options out there. PlanSource seems to only be about getting every last dime they can from their customers instead of investing the time to improve their system or establishing a good customer service protocol. Pros The smart address lookup feature is my favorite piece of this software. I really don't like or love much else about it. Cons The software is not user friendly and consistently has issues. The reporting software and functionality is among the worst I've ever used in my career. Customer service is mediocre at best and they charge for literally EVERYTHING you ask them to do or help with. Reasons for choosing PlanSource Our 3rd party insurance agent suggested them. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 18, 2020 Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Customer Service team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize. I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource. Feel free to reach out to me personally at mark.papp@plansource.com or 407-591-3380. We look forward to hearing from and helping your team soon. All the Best, Mark Papp SVP of Customer Success PlanSource mark.papp@plansource.com LH Leah H. HR Generalist Telecommunications ### "Lots of promises that fell through" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 June 3, 2020 \-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 Switched from [Maxwell Health](https://www.capterra.com/p/143519/Maxwell-Health/) Ultimately Maxwell Health did not integrate with UltiPro, which is why we switched. I actually really like the system and the user friendliness for employees. Maxwell also didn't allow for benefits administrators to make their own changes to products or set up open enrollment. Being reliant on another team is another level that is not needed and not a good use of time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 18, 2020 Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Professional Services team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize. I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource. Feel free to reach out to me personally at lisa.vanever@plansource.com or 689-205-5698. We look forward to hearing from and helping your team soon. All the Best, Lisa Van Ever SVP, Professional Services PlanSource Lisa.VanEver@plansource.com AN Anonymous User Global Lead, Learning & Organizational Development Consumer Goods ### "Easy to use, straightforward Benefits Management Platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 April 12, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User SFDC Solution Architect Computer Networking ### "I use this application to submit my FSA and child care expenses" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 August 16, 2019 Good! Pros Easy to use, their expense claim processing is fast. Cons Their portal has some room for improvement, rest all good. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Senior Field Marketing Manager Computer Software ### "Good experience for first-time users" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 December 20, 2018 It was a good test in our search to find other platforms/vendors who could eliminate as much of the manual enrollment process as possible. I was a tester asked to jump in and help HR evaluate from the individual employee user perspective. Pros Ease of use and ability to see all benefits enrolled in per employee on one page. Shows year to year comparisons by person. Cons I didn't realize at first that some changes to information require approval, so key changes were made that ended up in 'pending' status without our testing team's knowledge. Lesson learned. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JZ Jeannette Z. HR Payroll Director ### "We paid for services we didnot get for 10 months They could not get it together " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 September 12, 2018 There is nothing about this company that I would recommend. Pros There is nothing I liked about this company all that is cared about is money not their customers satisfaction.. Cons Everything about then is a disaster, Their accounting, their business practices their, employees leaving and just dropping the ball on their customers. They will not take responsibility for anything all they want is their money. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Stephanie M. HR Specialist Hospital & Health Care ### "PlanSource Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 29, 2018 Benefits enrollment and benefits maintenance is easily done with PlanSource. Pros PlanSource is easy to use. Employee's are easy to set up, the reporting tool is excellent. Cons There is nothing I don't like about PlanSource. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BC Berkeley C. Production Assistant Construction ### "Easy to use" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 April 25, 2018 Pros The ACA compliance portion of the system is really well though out, not to mention it's really user friendly and easy to navigate! Cons Nothing negative to say about this software, only that clocking in takes a couple of minutes sometimes. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/141264/PlanSource/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.