HR AI Index
Index Vendors › PlanSource · September 2026 Edition
2 categories · Ranked

PlanSource

80Judge labels
11First choices
14Negative labels
12 of 12Models named it
2Categories
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.1, every buyer segment counted.
Best standing
23% in Benefits administration for mid-market buyers
Rank 1 of 54 in the mid-market standingaccepted challenger
6 of 12 models made it the first choice on the direct prompt; 6% of its 32 labels there were negative.
By buyer segmentStrongest at mid-market.
In benefits administration · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named PlanSource for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrant
Benefits administrationCore HR and payroll23%1 of 546%32accepted challenger
Flexible benefits and lifestyle spending accountsCompensation and total rewards0%20 of 7614%7under 10 labels · led by Compt at 30%

Movement

This is the first edition on this tier, so no move can be computed for PlanSource yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated PlanSource across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.501001
GPT-5.4 mini00101
Gemini 3.5 Flash03003
Perplexity Sonar10113
Grok 4.1 Fast02406
Mistral Small11103
DeepSeek V4 Flash14005
Llama 4 Maverick30003
Qwen 3.7 Flash11103
Kimi K221104
GLM 4.7 FlashX11114
MiniMax M2.511013

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct12 labels6
Paraphrase15 labels4
Comparative20 labels2not counted in share
Budget-constrained5 labelsNone
Scale-constrained8 labels1
Negative20 labels1not counted in share
First choiceAlternativeMentionNegative80 labels in all, every segment counted; 11 of the 14 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“PlanSource - a dedicated benefit enrollment system for the 100–1,000 employee range with decision-support tooling, billing reconciliation, and a large carrier-feed library.” Llama 4 Maverick · Benefits administration · paraphrase prompt · first choice
“I'd suggest starting with PlanSource if you want a dedicated benefits platform, or Rippling if you prefer an all-in-one HRIS solution” MiniMax M2.5 · Benefits administration · paraphrase prompt · first choice
“Choose PlanSource if you want a powerful, dedicated benefits tool that sits well alongside your existing HR stack.” Qwen 3.7 Flash · Benefits administration · direct prompt · first choice
“If you want a best-of-breed benefits platform that integrates with your existing HRIS, go with PlanSource.” Kimi K2 · Benefits administration · direct prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“PlanSource: Users have noted complaints about work status event complexity, document library organization, and some delays in carrier file setup.” MiniMax M2.5 · Benefits administration · negative prompt · soft negative
“Be cautious if you have under 250 employees, need benefits bundled with payroll” Perplexity Sonar · Benefits administration · negative prompt · soft negative
“Approach others like PlanSource and Worksmile cautiously” GLM 4.7 FlashX · Flexible benefits · negative prompt · soft negative

Named alongside

The products named in the same answers as PlanSource, over the 80 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and PlanSource was named but was not.
ProductSame answerTook the first choice insteadHead to head
bswift48 of 805Not in the top three
Benefitfocus47 of 803Not in the top three
ADP Workforce Now35 of 804Not in the top three
Gusto34 of 805Not in the top three
Paycor30 of 800Not in the top three
Workday HCM29 of 804Not in the top three
Paylocity24 of 800Not in the top three
UKG Pro21 of 802Not in the top three
A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named PlanSource. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 73 of the 80 answers that named PlanSource and are not a share of its labels.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when PlanSource's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as PlanSource, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at plansource.com is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.

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