

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.
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.
| 58% | Promoters |
|---|---|
| 15% | Passives |
| 27% | Detractors |
| Summary | Date | Score |
|---|---|---|
Jul 2020 -100 | Jul 2020 | -100 |
Aug 2020 29 | Aug 2020 | 29 |
Dec 2021 30 | Dec 2021 | 30 |
Apr 2022 25 | Apr 2022 | 25 |
Jan 2024 28 | Jan 2024 | 28 |
Mar 2026 30 | Mar 2026 | 30 |
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'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.
| Summary | Usage | Score |
|---|---|---|
Less than 1 Year 0 | Less than 1 Year | 0 |
2 to 5 Years -25 | 2 to 5 Years | -25 |
5 to 10 Years 62 | 5 to 10 Years | 62 |
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?"
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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 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.
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.
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.
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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 has a pricing structure that accommodates small, medium, and large businesses.
PlanSource has an overall Customer Satisfaction score of 80 rated by its users and customers.
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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 has an overall Customer Service score of 3.4 out of 5 stars rated by its users and customers.
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122 W Pine St, Orlando, FL 32801
https://plansource.com/
407-422-8448
PlanSource has a 4.9/5 stars for its overall company culture rated by their 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.
| 58% | Promoters |
|---|---|
| 15% | Passive |
| 27% | Detractors |
| 65% | Promoters |
|---|---|
| 24% | Passive |
| 11% | Detractors |