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      PlanSource

      Engaged Employer

      PlanSource reviews

      3.5

      60% would recommend to a friend

      (388 total reviews)
      avatar

      Mike Morini

      56% approve of CEO

      57% positive business outlook

      Ratings by category

      4.0

      Diversity & inclusion

      3.8

      Culture & values

      3.7

      Work/Life balance

      3.6

      Compensation and benefits

      3.4

      Senior management

      3.4

      Career opportunities

      PlanSource has an employee rating of 3.5 out of 5 stars, based on 388 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PlanSource employee rating is in line with the average (within 1 standard deviation) for employers within the Information Technology industry (3.7 stars).

      Ratings by demographic groups

      Reviews by job title

      388 reviews
      2.0
      Jan 11, 2026

      Tbd if still in business by 2026

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      nice office in a great walkable location

      Cons

      poorly run business and poor leadership prior to the recent exec changes. new leadership seems better but tbd if they can save the company from the prior regimes mess

      avatar
      PlanSource Response
      4mo
      Thank you for sharing your perspective. We recognize that previous periods presented challenges, and we appreciate your acknowledgment of the positive changes underway. PlanSource has been intentional about strengthening leadership, direction and execution, and while meaningful transformation takes time, we’re confident in the path forward. We remain focused on building a strong, sustainable future for our employees and clients alike. While transformation takes time, we're encouraged by the progress being made and remain confident in the direction of the business. We were proud to receive numerous culture awards throughout 2025, but remain steadfast to deliver for clients, invest in innovation and build a more sustainable foundation for the future. Wishing you all the best. - The PlanSource Team
      5.0
      Dec 22, 2025

      Empowering Culture, Innovative Tech, and Real Growth Opportunities

      Director
      Recommend
      CEO approval
      Business Outlook

      Pros

      > Innovation-driven: The company embraces modern technology and encourages efficiency through AI and creative problem-solving, making work exciting and impactful. > Flexibility: Great work-life balance with remote options and understanding management. > Strong mission: You feel connected to the purpose—helping clients simplify benefits and improve employee experiences. > People-first culture: Leadership genuinely cares about employees and fosters an environment of trust and collaboration. > Career development: Clear paths for growth with mentorship and training opportunities that actually help you advance.

      Cons

      > Fast-paced environment: Things move quickly, which is great for growth but can feel overwhelming if you’re not adaptable. > Scaling challenges: Like any growing company, processes are evolving—sometimes you need to be proactive to navigate change.

      avatar
      PlanSource Response
      4mo
      Thank you for taking the time to share such a thoughtful and energizing review! We're excited to hear that your experience at PlanSource has been so positive, especially as a newer leader within the organization. It's incredibly rewarding to know that our focus on innovation, AI-driven efficiency and creative problem-solving is resonating and making work both impactful and engaging. We also appreciate your honest perspective on the fast-paced nature of our environment and the realities of scaling. Growth does bring complexity and we value leaders who are adaptable, proactive and willing to help shape what comes next. Thank you for your advice and for helping reinforce what makes our culture special. We're thrilled to have you on the team and look forward to the impact you'll continue to make as we grow together. - The PlanSource Team
      4.0
      Dec 13, 2025

      Good place to work

      Sr. customer support manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Opportunity for advancement Good work/life balance Great employees Very good benefits

      Cons

      Things get unnecessarily over complicated at times.

      avatar
      PlanSource Response
      5mo
      Thank you for being a valued member of the PlanSource team for more than 10 years! We're grateful for your continued commitment and proud to hear that opportunities for advancement, work-life balance, strong benefits and great colleagues have made PlanSource a positive place to build a long-term career. Your feedback around complexity is appreciated. As we grow and evolve, we're continually working to simplify processes, improve clarity and ensure teams are supported with the right tools and structures to do their best work. Thank you again for your thoughtful review and for the impact you continue to make every day. - The PlanSource Team
      Viewing 7 - 9 of 388 Reviews
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      ReviewsPlanSource reviews

      Glassdoor has 411 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.