PlanSource

PlanSource is ranked #5 of 44 in benefits administration software on Freedom251. It runs on Android, API, iOS, Web.

PlanSource plans and pricing

PlanSource benefits administration Not published Price upon request. Custom pricing based on solutions and services available upon request. sap.com · 2 Oct 2026

Compared on benefits administration software

Eligibility rules: Yes
Enrollment events: all
Plan types: HSA, FSA, HRA, LSA
Payroll deductions: Yes
COBRA administration: Yes
ACA reporting: Yes

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PlanSource

What it does: PlanSource provides a unified benefits administration platform for HR teams and employees.
Employee experience: The platform offers employees a personalized, guided benefits experience from enrollment through everyday benefits use.
Administration services: Services include ACA administration, COBRA administration, carrier billing and payment, advocacy, employee communications, and dependent verification.
AI features: PlanSource says its AI supports configuration, reporting, employee communications, dependent verification, virtual assistance, and service center interactions.
AI oversight: PlanSource says its AI is designed to be observable, auditable, and human-approved, with human oversight central to its applications.
Carrier integrations: Its Boost program uses APIs for plan configuration, enrollment updates, evidence of insurability, and provider directory search.
Named carrier connections: The Plan Configuration API is live with select carriers Guardian, MetLife, and Mutual of Omaha.
HCM integrations: PlanSource says it connects with leading HCM platforms and synchronizes data in real time.
Security and compliance: Its Trust Center lists CCPA, HIPAA, SOC 2 Type 2, 23 NYCRR 500, and ISO/IEC 27001:2022 among its compliance topics.
Security controls: The Trust Center lists audit logging, multi-factor authentication, data backups, encryption at rest, application penetration testing, and vulnerability and patch management.
Support: PlanSource says each client receives an Account Manager, Account Analysts, an Executive Sponsor, and access to subject matter experts.
Who it serves: PlanSource works with employers as well as brokers and benefits consultants advising employers on benefits strategy and technology.
Mobile access: PlanSource's employee guide describes adding The Source to Apple and Android mobile devices using a mobile browser and custom URL.
Founded: 2008

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Where it ranks on Freedom251

Best Benefits Administration Software in 2026#5 of 44
Best Benefits Enrollment Software in 2026#7 of 21

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Sources

plansource.com/platform-services/· checked 2 Oct 2026
plansource.com/benefits-administration-faq/· checked 2 Oct 2026
plansource.com/carriers-and-partners/· checked 2 Oct 2026
trust.plansource.com· checked 2 Oct 2026
plansource.com/wp-content/uploads/2023/08/The-Source-S· checked 2 Oct 2026
plansource.com· checked 28 Sept 2026
sap.com/products/hcm/partners/plansource-benefi· checked 2 Oct 2026