Arbolus Intelligence

PlanSource

plansource.com · Orlando, United States of America

PlanSource is a benefits administration software company that provides a cloud-based platform for employers, brokers, and HR teams to manage employee benefits, enrollment, and compliance. Its system integrates with HR and payroll systems to streamline benefits shopping, eligibility, and communications for mid-sized and large organizations. The company generates revenue through subscription fees and related services for its SaaS platform and implementation support.

  • HRIS & Core HR
  • IT Consulting & Implementation
Listed in
Revenue
$120.0M
Employees
650
Founded
2008
Headquarters
Orlando, United States of America

What 6 Arbolus experts think of PlanSource

NPS scores are very strong, with two experts rating PlanSource a 10 and one a 6, skewing toward high satisfaction. Renewal intentions are unambiguously positive across all expert segments, with zero churn signals present. Stickiness is high: all experts report using PlanSource for over a year, indicating deep organizational embedding. Key expert themes cite ease of use, strong compliance support, and high ROI through automation. Only isolated feedback notes areas for UI customization and slower support during transitions. Overall Customer Sentiment: Positive

Who reviewed PlanSource

Total customers 6 6 current · 0 former
Reviews growth +6 in six months
Seniority of respondents
  • C-Suite 83% (5)
  • Director 17% (1)
People Leader C-Suite NPS 9 Not renewing Submitted Jun 2026
People Leader Director NPS 10 Will renew Submitted May 2026
Revenue Partner C-Suite NPS 6 Will renew Submitted Jun 2026

Employer names and spend open in the full report, along with the other 3 customers.

Everything 6 customers told us about PlanSource.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

Open the full report

Sentiment

33 Net Promoter Score, from 6 scored reviews
  • Promoters 4
  • Passives 0
  • Detractors 2

Cumulative NPS by month

-2 over 4 months
  • May 10
  • Jun 9
  • Sep 7
  • Oct 8

Net Promoter Score across 1 reviews, accumulated up to each month. Category median 33 across 1 companies.

Praised

  • Exceptional Ease of Use and Employee Self-Service
  • Comprehensive Compliance Coverage
  • Visual Appeal and Organizational Branding
  • Respond Quickly to Customer Inquiries

Criticised

  • Broker-Driven Vendor Shifts
  • Rising Costs and Feature Parity
  • Competitive Payroll Integrations
  • Dependent on Broker Relationships

What customers say

Exceptional Ease of Use and Employee Self-Service
“I found the platform very intuitive and user-friendly, allowing a wide range of employees to manage their benefits questions and enrollment without needing HR intervention.”
Comprehensive Compliance Coverage
“PlanSource helps us ensure digital compliance, capturing enrollment, waivers, and all employee actions in one system to meet ACA audit requirements effectively.”
Visual Appeal and Organizational Branding
“The platform is visually appealing and allows customization with our organization’s colors and logo, making it easy for both employers and employees to navigate.”

Renewal intent

Plan to renew 75%
  • Will renew 3
  • Undecided 0
  • Not renewing 1

Plan to renew, by seniority

  • C-Suite 67% 3 answers
  • Director 100% 1 answer
  • 8.7/10 Average score from customers who will renew
  • 9/10 Average score from customers not renewing

Report

Customer Report - Oct 2026 Oct 2026 6 + 1

Other companies in both categories with a customer report.

See all 1,454 ERP Software companies →

For people who use PlanSource

Do you use PlanSource at work?

Share your software review and get matched to paid projects. Arbolus pays you every time a client reads your review.

  • 6 customers of PlanSource have already contributed
Share your experience

Takes a few minutes. Your identity stays anonymous.