PlanSource Reviews

User Rating

4.3/5 (Based on 173 Ratings)

Rating Distribution

Excellent
50.9%
Very Good
33.5%
Average
9.2%
Poor
2.3%
Terrible
4%

User Sentiments

User-Friendly Interface, Efficient Customer Support, Comprehensive Reporting Capabilities , Extensive Integrations

Occasional Software Bugs, Confusing Features, Slow Customer Service Response Times, Limited Customization Options

Do You Use PlanSource?

Write a Review

Review Summary

PlanSource is a widely-used benefits administration platform that receives positive feedback for its user-friendly interface and comprehensive features. Users appreciate the ease of enrollment, the ability to manage benefits and access information online, and the integration with other HR systems. However, some users have noted challenges with reporting and customization, as well as occasional customer service delays. Overall, the platform is seen as valuable for streamlining HR processes, but improvements in specific areas, particularly around support, could enhance user experience.

Pros

PlanSource houses all benefit information in one platform, making it easy to access.
PlanSource provides detailed reporting tools that allow for datadriven decision making.
The platform is userfriendly for both employees and administrators, streamlining enrollment processes.

Cons

Customer service can be slow to respond to inquiries and technical issues.
The system lacks flexibility in programming complex plans, often requiring workarounds.
Reporting features could be more intuitive and robust for advanced analysis.

AI-Generated from the text of User Reviews

Did you find this information valuable?

YES NO

Reviews

Anonymous User

September 30, 2021 Source: G2.com

"Great Benefits Platform"

What do you like best about PlanSource?

Plansource tells you exactly how much you're contributing per paycheck. At other companies I've worked at, W9s, benefits, payroll breakdowns all sat on different platforms. It was a pain in the butt. Now that we're using Plansource I can login and see ALL my contributions, deductions, and even Health ID cards! It's saved me in a pinch.

What do you dislike about PlanSource?

I forget my username sometimes, and Plansource actually does not have an option to recover your username. You need to know the username of your account in order actually to reset your password, but I wish you were able to just verify via email or have two factor authentication. Luckily my Plansource admin was able to advise me of my username.

What problems is PlanSource solving and how is that benefiting you?

HR problems all the way. Without Plansource everything would either be done by paper, or ADP codes. In addition it's nice to only have to recall one login to access my benefits.

Willow

September 14, 2021 Source: Financesonline.com

Best platform

PROS: The biggest advantage of using PlanSource is the accessibility for our staff - from entry to the contact point. I actually realize that our reps are straightforwardly getting the correct data. The most important factor when choosing an advantage process was the rep experience.

CONS: Nothing to dislike this stuff. However, the only downside is mainly about the product and process customization because of our action plan, but this is not PlanSource's fault.

Kyler

August 16, 2021 Source: Financesonline.com

All-in-one Benefit Management Tool

PROS: They listen to their clients and are always dedicated to bringing quality services.

CONS: There will always be bugs in the software of every tech business. At the very least, they're resolving it as quickly as possible.

Afton

July 23, 2021 Source: Financesonline.com

PlanSource benefit platform

PROS: PlanSource benefit management software is a very useful program. It's very user-friendly, has a simple set-up and the customer support staff were nice to work with.

CONS: None. It's an incredible tool. People should consider using PlanSource.

Zackery

July 3, 2021 Source: Financesonline.com

Easy to use cloud-based program

PROS: Instant consultation with PlanSource customer support staff anytime you need a quick answer. They will also guide you through the procedure.

CONS: I hate the search function, you need to be very precise when searching. It must contain other words and we do not always remember them exactly. Also, I turned off the new beta option as I don't even see the effective date and what I'm approving in qualifying events. Some staff wants to take this opportunity to cancel the voluntary benefits instead of only making adjustments to those relevant to the qualifying event. It would be nice if a feature will be included in this section. Enable additions only.

Vivienne

April 21, 2021 Source: Financesonline.com

Yearly Enrollment Assistance

PROS: Their yearly customer service team was incredibly supportive during the year's really busy time. They are so diligent and responsive to all questions from our clients as we moved through the setup, training and yearly staff enrollment process. This had made a significant difference for our consumers. Personally, of all the customer vendors with which I worked, PlanSource stood out way beyond: very competent, excellent meticulousness and exemplary responsiveness. These all have very beneficial effects on our annual registration experience of our customers.

CONS: As of the moment, I don't have anything to note as a disadvantage for PlanSource.

Anonymous User

February 26, 2021 Source: G2.com

"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?

sometimes the set ups do not function like I would like. example when an employee increases the life insurance the ADD is not automatically changed

What problems is PlanSource solving and how is that benefiting you?

easy and efficient enrollment and life event changes for employees, saving time and allowing employees to be more self sufficient

Anonymous User

February 26, 2021 Source: G2.com

"Fantastic online platform"

What do you like best about PlanSource?

Convenience, user friendly, and great reporting tools

What do you dislike about PlanSource?

When there might be a system upgrade, the system does run very slowly.

What problems is PlanSource solving and how is that benefiting you?

Time management when it comes to benefits enrollment

Anonymous User

February 26, 2021 Source: G2.com

"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?

Nothing, its extremely helpful during open enrollment.

What problems is PlanSource solving and how is that benefiting you?

Open Enrollment.

Megan F

February 26, 2021 Source: G2.com

"PlanSource is wonderful!"

What do you like best about PlanSource?

The website is easy to navigate, both as an employee and the Benefits Administrator.

What do you dislike about PlanSource?

I do not have any dislikes at this time.

What problems is PlanSource solving and how is that benefiting you?

I have been able to help our employees with their flex spending accounts.

PlanSource Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use PlanSource?

Review Summary

Pros

Cons

Anonymous User

Willow

Kyler

Afton

Zackery

Vivienne

Anonymous User

Anonymous User

Anonymous User

Megan F

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

Buyers

Makers