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PlanSource

Engaged Employer

PlanSource reviews about "work"

54% positive business outlook

Ratings by category

4.0

Diversity & inclusion

3.8

Work/Life balance

3.7

Culture & values

3.6

Compensation and benefits

3.4

Senior management

3.4

Career opportunities

Ratings by demographic groups

Reviews by job title

221 reviews
5.0
Nov 20, 2025

Great Employees and Supportive Culture

Team lead
Recommend
CEO approval
Business Outlook

Pros

The best part is the employees. We have a collaborative, talented team that makes work enjoyable and fun. Leadership values my input and ideas, encouraging growth and process improvement. The work environment is positive and promotes employee engagement and community. Leadership understands that family comes first and is flexible when situations arise. They challenge me with learning opportunities and support me in taking the next step in my career.

Cons

Salary and benefits could be more competitive. While basic training is provided, the role requires significant self-driven learning and finding your own resources. Frequent release of new features can introduce unexpected bugs, which can make the work challenging. Inconsistent work processes across teams—some use different tools and methods—which can lead to inefficiencies and communication gaps. Work-life balance can be a challenge during Q4 depending on your role.

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PlanSource Response
7mo
Thank you for taking the time to share such an uplifting review and for being part of the PlanSource team for more than eight years! We're ecstatic to hear that our collaborative culture, supportive leadership and focus on community to make a meaningful difference in your experience. It's especially encouraging to hear that you feel valued, challenged and supported in your growth. Our people are truly at the heart of our success and long-tenured team members like you help shape the environment of trust, teamwork and continuous improvement that we're so proud of. We're also glad that our flexibility and family-first mindset have positively impacted your work-life balance as this is a core part of the culture we continually work to strengthen. We appreciate your thoughtful suggestions around enhancing consistency, expanding learning resources and increasing opportunities for mentorship and skip-level engagement. These are important areas of focus as we continue maturing our processes and investing in structured development pathways across the organization. Feedback like yours helps guide where we prioritize next. We're grateful to have you on the team and look forward to supporting your continued growth at PlanSource! - The PlanSource Team
5.0
Oct 23, 2025

Proud to work at PlanSource

Director
Recommend
CEO approval
Business Outlook

Pros

One of the best executive leadership teams in the business, approachable, bringing in the right talent, making decisions in the best interest of our customers and business. Flexibility and work life balance. Incredible proprietary platform that is getting better every day!

Cons

Would like more face time with ELT

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PlanSource Response
8mo
Wow! Thank you for taking the time to share such an inspiring review and for your incredible eight years with PlanSource! Your recognition of our proprietary platform and the progress being made means a lot to everyone involved in building it. We also appreciate your feedback about wanting more face time with our Executive Leadership Team. We are actively and intentionally introducing some new ways to make that connection across all levels and departments to build on what is in place. Thank you again for your leadership, tenure and contributions to our success. We're proud to have you on this journey and excited for all that's ahead as we continue investing in our people and product. - The PlanSource Team
3.0
Oct 30, 2025

Good people, not great organization

Senior software engineer
Recommend
CEO approval
Business Outlook

Pros

The people you'd interact with day to day are good people to work with.

Cons

Over reliance on outsourced work. Adds a lot of extra headache to simple day-to-day work and the quality of the product suffers. Also doesn't pay well. They dangle a carrot to keep you around but rarely follow through with meaningful promotions/raises.

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PlanSource Response
8mo
Thank you for taking the time to share your feedback and for being a valued member of the PlanSource's team for over five years. We're glad to hear that you've had positive experiences with your peers - our people are truly at the heart of what makes PlanSource a great place to work. We continue to evolve our talent and compensation strategies to ensure they align with both market trends and employee performance. Additionally, our partnerships with external teams are designed to support scalability and efficiency, but we understand that collaboration can bring challenges and we're continually refining processes to improve communication and quality. Thank you again for your honesty and for your contributions over the years. Feedback like yours helps us improve and build a stronger, more rewarding workplace for everyone. - The PlanSource Team
4.0
Jun 8, 2026

Good work-life balance, but pay could be improved

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Good work life balance. Decent pay

Cons

Pay could be improved for long term sustainability.

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PlanSource Response
1mo
We're glad to hear that our efforts to support employee well-being and flexibility have made a positive impact on your experience. We recognize that competitive pay is an important part of retaining and rewarding talented team members and we continue to evaluate market trends to help ensure our programs remain competitive and aligned business needs. Thank you for taking the time to share your perspective, we wish you continued success. - The PlanSource Team
4.0
Oct 23, 2025

Innovative company with leadership team focused on growth

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The leadership team is approachable and provide transparency around the strategic direction of the company. They reinforce the company culture and values through town halls, recognition programs and Employee Resource Groups (ERGs). Direct managers care about personal and professional growth, work-life balance and have high expectations of job performance.

Cons

The company is scaling quickly and experiencing growing pains as shifting priorities and responsibilities realign with long term strategy and new leadership.

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PlanSource Response
8mo
Thank you for taking the time to share such a thoughtful review! We're thrilled to hear that your experience reflects the approachability and transparency of our leadership team. It's great to know that initiatives like town halls, recognition programs and ERGs are resonating with you - they're key to how we stay connected and aligned as One Team. Scaling at this pace means we're continuously refining our structure and priorities to best support our long-term strategy. We're grateful for team members like you who embrace that evolution and help us shape what's next. Thank you again being part of the PlanSource journey and for contributing to the culture and collaboration that make our success possible. - The PlanSource Team
3.0
Jan 14, 2026

Good Perks, Low Wages

Account manager
Recommend
CEO approval
Business Outlook

Pros

Remote or Hybrid work schedule, if you live outside of the city limits. Unlimited PTO policy, but is PTO ever unlimited.

Cons

There is not much room for advancement, if you’re not connected. Most of middle management and above are not POC. All the strong POC leaders were here today, gone the next day! The staff is overworked and underpaid. Only way to receive a higher salary is to resign and reapply. I survived a few CEOs, and once this last one came in all the tenured staff were being let go. Normal, if a new Executive comes in but there people were 15+ years in. This new PlanSource does not seem as if it cares much for their employees. Most of the workload is being outsourced to India. I’ve seen good, hardworking dedicate people get axed during my time! Not sure they’re invested in retaining good talent! Definitely a swim or sink culture, You will not get much help with learning the Benefits Admin system. It’s sort of a self-guided dive in approach.

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PlanSource Response
5mo
Thank you for sharing your perspective and for the time you spent contributing to PlanSource. We appreciate the candor that comes from firsthand experience and long tenure. As the company continues to evolve, we remain committed to supporting our people and creating an environment where employees can succeed and grow. Your feedback is heard and valued. We wish you continued success and all the best in your next chapter. — The PlanSource Team
5.0
Oct 27, 2025

Great company and great culture!

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

PlanSource has exceeded my expectations regarding culture, work-life balance, teamwork and collaboration. We have a very warm and team centric culture, leadership understands we have lives outside of work, pay and benefits are competitive, work is remote, and time off is flexible. Bonus is strong leadership/C-Suite and growth in the market!

Cons

With rapid growth comes a bit of chaos and organizational struggles - this is to be expected. But this also generates loads of opportunities to make an impact. Know that to move forward in the interview process, you will have to take a timed exam. Do yourself a favor and pay the $30 for the full guide and practice tests!!

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PlanSource Response
8mo
We're thrilled to hear that your experience at PlanSource has exceeded your expectations - especially when it comes to our culture, work-life balance and collaborative environment. You're absolutely right that with growth comes change and we see that "organized chaos" as a sign of progress and innovation. We appreciate team members like you who embrace that energy and help turn it into impact. Thank you again for being part of the journey and for recognizing the dedication of our teams and leaders. We're excited about the momentum ahead and grateful to have you on board as we continue to 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.

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PlanSource Response
7mo
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
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