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      PlanSource

      Engaged Employer

      PlanSource reviews

      3.5

      60% would recommend to a friend

      (389 total reviews)
      avatar

      Mike Morini

      56% approve of CEO

      57% positive business outlook

      Ratings by demographic groups

      PlanSource has an employee rating of 3.5 out of 5 stars, based on 389 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).

      Reviews by job title

      389 reviews
      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.

      avatar
      PlanSource Response
      4mo
      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
      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
      Viewing 7 - 9 of 389 Reviews
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      ReviewsPlanSource reviews

      Glassdoor has 412 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.