PlanSource
by PlanSource · Benefits Administration
Cloud benefits administration platform for shopping, enrollment, billing and compliance.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- ADP Workforce NowUKG Pro
WorkdayPaylocityPaycor
Oracle - Deployment
- Cloud
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Quote-based
- Headquarters
- Orlando, United States
Overview
PlanSource is a cloud-based benefits administration platform that helps HR teams manage employee benefits shopping, enrollment, billing, compliance and ongoing administration. The company positions itself as a combined technology-and-service offering, pairing its software with dedicated account teams and outsourced administrative services such as COBRA and ACA compliance.
The platform covers the full benefits lifecycle: a guided, e-commerce-style shopping and enrollment experience for employees, an HR-facing administration dashboard, carrier and vendor eligibility connections (EDI feeds), consumer account administration (HSA/FSA/HRA/LSA), COBRA administration, ACA measurement and reporting, and carrier bill reconciliation and payment services.
PlanSource reports serving more than 5,000 HR teams, 500 broker partners and 7.5 million consumers. It connects to leading payroll and HCM systems -- including ADP Workforce Now, UKG Pro, Workday, Paylocity, BambooHR, Paycor and Oracle Fusion Cloud HCM -- to keep employee demographic data and benefit deductions synchronized, reducing manual data entry between HR/payroll systems and the benefits platform.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Modules & capabilities
PlanSource covers 25 of 53 capabilities we track in this category
47%- Multi plan-type supportNot evidenced
- Eligibility rule engineConfigurable plan design and rules engineCore strength
- Contribution & cost-sharing setupDefined contribution benefits model supportCore strength
- New-hire default coverageNot evidenced
- Plan renewal managementNot evidenced
- Multi-entity plan supportNot evidenced
“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
Common use cases
- Running annual open enrollment with a guided, mobile-friendly shopping experience
- Automating ACA measurement, 1095 reporting and state healthcare filings
- Outsourcing COBRA notifications, elections and premium billing
- Consolidating and reconciling monthly carrier bills across multiple vendors
- Syncing new hire, rehire and termination data between ADP Workforce Now and benefits enrollment
- Administering HSA, FSA and HRA consumer accounts alongside core health plans
- Giving employees a self-service virtual assistant to answer benefits questions
Strengths & considerations
Strengths
- Combines the software platform with outsourced administrative services (COBRA, ACA reporting, billing reconciliation) rather than software alone
- Broad payroll/HCM marketplace presence with listed integrations on ADP Marketplace, UKG Marketplace and Paycor Marketplace
- Reports a large existing base (5,000+ HR teams, 500+ brokers, 7.5 million consumers) indicating enrollment-scale maturity
ERP integrations
SAP Store listing carrying the "SAP Certified" credential; integrates with SAP SuccessFactors Employee Central and Employee Central Payroll with real-time data exchange.
Vendor and ecosystem materials describe a prebuilt Workday connector syncing employee and benefits election data, but no Workday Marketplace listing or public docs page could be located to evidence it.
Vendor materials state PlanSource integrates with Oracle Fusion Cloud HCM, but no Oracle Cloud Marketplace listing or public docs page could be located.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.
Pricing
Pricing is not publicly listed; typically quoted per employee per month based on company size, modules and add-on services selected (e.g. COBRA, ACA reporting, billing reconciliation). Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant)
- Mobile app
- Yes
- Languages
- English
About the vendor
- Headquarters
- Orlando, United States
Alternatives to PlanSource in Benefits Administration
PlanSource — frequently asked questions
Does PlanSource integrate with ADP Workforce Now?
Yes. PlanSource has a prebuilt integration with ADP Workforce Now: new hire, rehire and termination data syncs from ADP to PlanSource in real time (other demographic updates nightly), while benefit deductions flow from PlanSource back to ADP Workforce Now. ADP Workforce Now stays the system of record for employee demographics.
What payroll and HCM systems does PlanSource connect to?
PlanSource offers prebuilt integrations with ADP Workforce Now, UKG Pro, Workday, Paylocity, Paycor and Oracle Fusion Cloud HCM, syncing employee demographics and benefit deductions to reduce manual data entry.
How much does PlanSource cost?
PlanSource does not publish pricing. Costs are quote-based, typically charged per employee per month and driven by company size, selected modules, and add-on services such as COBRA administration, ACA compliance reporting and billing reconciliation.
Does PlanSource handle COBRA and ACA compliance?
Yes. PlanSource offers COBRA administration (notifications, elections and billing) and ACA compliance services (measurement, 1095 form distribution, and federal/state reporting) either as part of the platform or as add-on outsourced services.
Evaluating Benefits Administration?
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