PlanSource review

PlanSource sells benefits administration as a platform plus a set of outsourced services, which suits employers that want one accountable partner rather than several vendors. The HR side is a configurable platform that brings plans, vendors and employee populations into one view, while employees get a personalized site with bundled decision support and claims-aware next steps. The extended services list is long: ACA administration, advocacy services, carrier billing and payment, COBRA administration, HSA, FSA, HRA and LSA account administration, custom communications, an employee service center, QMCSO administration, total rewards statements and eligibility and dependent verification. That range makes PlanSource a good fit for large employers with complex populations and limited benefits staff. It also works with reseller partners. The trade-offs are no published pricing, and a model built around service teams that small employers will not need.

Who it is for

Mid-sized and large employers that want software and outsourced benefits services from one partner.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Configurable HR platform with a single view of plans, vendors and populations
• Personalized employee experience with bundled decision support
• ACA administration and COBRA administration services
• Carrier billing, reconciliation and payment
• HSA, FSA, HRA and LSA account administration, plus dependent verification

Strengths and weaknesses

• Strength: Extended services cover most outsourced benefits work
• Strength: Employee service center for enrollment help and questions
• Strength: Sold through reseller partners as well as direct
• Weakness: No published prices
• Weakness: Service-heavy model is more than a small employer needs
• Weakness: Setup and service scope must be scoped with sales

Key facts

• Extended services: ACA, advocacy, carrier billing, COBRA, consumer accounts, QMCSO, total rewards, verification
• Consumer accounts: HSAs, FSAs, HRAs and LSAs
• Headquarters: Orlando, Florida
• Pricing: Quote after a demo request

Where it ranks

PlanSource is No. 6 in our Best Benefits Administration Software verdict.