PlanSource NPS & Customer Reviews | Comparably
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PlanSource
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About PlanSource's Brand

PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers use the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.

Brand at a Glance

73%
Customer Loyalty
3.6/5
Product Quality
3.8/5
Pricing
3.4/5
Customer Service

PlanSource NPS

PlanSource's Net Promoter Score (NPS) is a 31 with 58% Promoters, 15% Passives, and 27% Detractors. Net Promoter Score tracks whether PlanSource's customers would recommend using the product based on a scale of -100 to 100.

PlanSource Overall NPS

31
NPS
58%Promoters
15%Passives
27%Detractors
PlanSource Overall NPS

PlanSource NPS Trend

-100
-50
0
50
100
Jul 2020
-100
Jul 2020-100
Aug 2020
29
Aug 202029
Dec 2021
30
Dec 202130
Apr 2022
25
Apr 202225
Jan 2024
28
Jan 202428
Mar 2026
30
Mar 202630

What is NPS

Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"

Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.

PlanSource NPS by Usage

PlanSource's NPS was rated the highest by customers who have used PlanSource's products/services for 5 to 10 Years, and the lowest by customers with 2 to 5 Years of usage.

-100
-50
0
50
100
Less than 1 Year
0
Less than 1 Year0
2 to 5 Years
-25
2 to 5 Years-25
5 to 10 Years
62
5 to 10 Years62

PlanSource Customer Reviews

What can this brand most improve?
Their customer service is the worst. Wasn't able to help at all.

PlanSource Customer Loyalty

73%

Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.

73% of PlanSource users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"

Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"

73
73%
27
27%
PlanSource Customer Loyalty

PlanSource Product Quality

3.6/5

PlanSource has an overall Product Quality score of 3.6 out of 5 stars rated by its users and customers.

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PlanSource Product Information

PlanSource serves markets in the United States. PlanSource supports iOS, Web, and Android devices and offers products for small, medium, and large sized businesses.

PlanSource’s product quality score is a 3.6 out of 5 as rated by its users and customers.

Website
https://plansource.com/
Company Size
501-1,000 Employees

Industry

Tech
Business Services
Enterprise
SaaS

Languages Supported

English

Product Type

Benefits Administration Software
Human Resources (HR) Software
HR Analytics Software

Quick Insights into PlanSource Product Quality

PlanSource's Product Quality score was rated highest by customers who have used PlanSource's products/services for 5 to 10 Years, and rated lowest by customers who have used PlanSource's products/services for Less than 1 Year.

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Ranked PlanSource Product Quality the Highest

5 to 10 Years
4.2

Ranked PlanSource Product Quality the Lowest

Less than 1 Year
3.5

PlanSource Product Quality Score by Usage

PlanSource's Product Quality score was rated the highest by customers who have used PlanSource's products/services for 5 to 10 Years, and the lowest by customers with Less than 1 Year of usage.

Sign Up for Brand Profile PRO to get the full Product Quality by Usage data.

Less than 1 Year
3.5
5 to 10 Years
4.2

PlanSource Pricing

PlanSource ROI & Value For Money

3.8/5

PlanSource has a value for money and ROI score of 3.8 out of 5 stars rated by its users and customers.

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PlanSource Pricing Plans

PlanSource has a pricing structure that accommodates small, medium, and large businesses.

Who Uses PlanSource?

Small Businesses
Medium Businesses
Large Enterprises

PlanSource Customer Satisfaction (CSAT)

PlanSource Customer Satisfaction (CSAT) Score

80 / 100

PlanSource has an overall Customer Satisfaction score of 80 rated by its users and customers.

Sign Up to see the full customer demographics data and the people that answered "How would you rate your overall satisfaction with the service you received?"

Very Satisfied40%
Satisfied40%
Neither Satisfied nor Dissatisfied0%
Dissatisfied0%
Very Dissatisfied20%
Very Satisfied
40%
Satisfied
40%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
20%

What is Customer Satisfaction (CSAT) Score

Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.

PlanSource Customer Service

3.4/5

PlanSource has an overall Customer Service score of 3.4 out of 5 stars rated by its users and customers.

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About PlanSource's Customer Service

Address

122 W Pine St, Orlando, FL 32801


Website

https://plansource.com/


Phone Number

407-422-8448

PlanSource as an Employer

4.9/5

PlanSource has a 4.9/5 stars for its overall company culture rated by their employees

  PlanSource CEO
top
5%
CEO of PlanSource

In the Top 5% of Similar Sized Companies on Comparably.

Consumer vs. Employees

PlanSource scored a 31 for Net Promoter Score and a 54 for Employee Net Promoter Score. NPS gauges how likely a customer of PlanSource would recommend the brand to a friend. ENPS measures how likely PlanSource employees would recommend working at PlanSource to a friend.

Net Promoter Score

31
NPS Score
58%Promoters
15%Passive
27%Detractors

Employee Net Promoter Score

54
eNPS Score
65%Promoters
24%Passive
11%Detractors

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