# PlanSource Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PlanSource Software - reviews, pricing plans, popular comparisons to other Benefits Administration products and more. Source: https://www.capterra.com/p/141264/PlanSource --- # PlanSource Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/) Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $2 Per Month Free trial not available 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 (5,060)](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 (5,060) Value For Money 3.5 (11) Value For Money 4.5 (4,825) Customer Service 3.4 (11) Customer Service 4.6 (4,842) ## PlanSource alternatives [4.6 (3,108)](https://www.capterra.com/p/110968/BambooHR/reviews/) Starting price $10.00 Per User, Per Month [4.3 (1,822)](https://www.capterra.com/p/86714/WebPay/reviews/) Starting price Contact vendor for pricing [4.3 (3,033)](https://www.capterra.com/p/133745/Paycor-Perform/reviews/) Starting price Contact vendor for pricing [4.6 (175)](https://www.capterra.com/p/156106/Hibob/reviews/) Starting price Contact vendor for pricing ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 46 features Collect data and compile reports to stay in compliance with Affordable Care Act requirements Dashboard to view the status of ongoing processes, identify current incidents and track past activities Generate one-off reports that meet information requirements Application programming interface that allows for integration with other systems/databases Find and manage potential candidates and their applications and resumes through the recruiting life cycle Delegate benefits administration to third party vendors Use a dashboard to view benefits that are selected by employees or offered by employers Record employee's benefit plans and selections throughout career progression Manage mandated benefit continuation for employees who no longer work for the company for a limited time period Manages compensation such as salary, bonus, and benefits processes, aligning with policies Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Determine what amounts employees should contribute towards their benefits from each paycheck Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Electronic storage of staff/employee contact information and job status in a centralized repository Tools to improve and measure employee satisfaction and involvement Track employee schedules, availability, and performance across projects and tasks Process of familiarizing new employees with the company, their position, and responsibilities Online portal where employees can access and track their own information Gateway through which employees can access the system Track employee time off under the family and medical leave act (FMLA) Set up and manage health insurance benefits for employees Compliant with HIPAA, which sets standards for sensitive patient data protection Set up and manage health savings and flexible spending accounts for your employees Set up and manage life insurance benefits for your employees Access software remotely via mobile devices Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Select benefits and provide information needed to participate in a benefit via an online portal Manage employee salary processes, data, taxes, and records administration efficiently Organize and manage the accomplishments and development of employees or performance of applications or systems System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers Active reporting of data and metrics Tools to find, assess, and hire suitable candidates for a job within an organization Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Online portal through which end users can access the system, manage tasks, or obtain information Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Track the amount of time spent on a job or task 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. AU 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. AU 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 AU 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. AU 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. AU 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/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)