Small business=heldSince September 2026: 0% → 0%, ±0 points. Inside the 13-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 13 pointsRank 44 → 47 of 57
3 categories · RankedPlanSource
93Judge labels
5First choices
19Negative labels
14 / 14Models named it
3Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
6% in Benefits administration for mid-market buyers
Rank 6 of 67 in the mid-market standingaccepted challenger
2 of 14 models made it the first choice on the direct prompt; 16% of its 31 labels there were negative.
What the models named instead of PlanSource →By buyer segmentRead the same way at every buyer size.
Small business51 of 57
0%12 labels
criticized challenger
Mid-market6 of 67
6%31 labels
accepted challenger
Enterprise6 of 61
4%25 labels
accepted challenger
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.
| Category | Function | Share | Rank | Negative rate | Labels | Quadrant | Since September 2026 |
|---|---|---|---|---|---|---|---|
| Benefits administration | Core HR and payroll | 6% | 6 of 67 | 16% | 31 | accepted challenger | ▼−18Since September 2026: 23% → 5%, −18 points. Past the 13-point floor: movement. Read over the models both editions asked. |
| Flexible benefits and lifestyle spending accounts | Compensation and total rewards | 0% | 16 of 90 | 17% | 6 | under 10 labels · led by Compt at 40% | =heldSince September 2026: 0% → 0%, ±0 points. Inside the 13-point floor: within noise. Read over the models both editions asked. |
| HSA and FSA administrators | Compensation and total rewards | 0% | 19 of 111 | 0% | 5 | under 10 labels · led by HealthEquity at 29% |
Movement
Since September 2026, PlanSource moved past the floor in one of three categories: Benefits administration, −18 points to 5%. It held within the floor in the other two.
Best category · Benefits administration · by segment
Mid-market▼−18Since September 2026: 23% → 5%, −18 points. Past the 13-point floor: movement. Read over the models both editions asked.
5%from 23% in September 2026
Cleared the floor by 5 pointsRank 1 → 6 of 62
Enterprise=heldSince September 2026: 2% → 2%, ±0 points. Inside the 13-point floor: within noise. Read over the models both editions asked.
2%from 2% in September 2026
Inside the floor by 13 pointsRank 8 of 52, unchanged
All categories · Mid-market
| Category | September 2026 | Now | Change | Reading | Rank |
|---|---|---|---|---|---|
| Benefits administration | 23% | 5% | ▼−18Since September 2026: 23% → 5%, −18 points. Past the 13-point floor: movement. Read over the models both editions asked. | Moved past the floor | Rank 1 → 6 of 67 |
| Flexible benefits | 0% | 0% | =heldSince September 2026: 0% → 0%, ±0 points. Inside the 13-point floor: within noise. Read over the models both editions asked. | Within noise | Rank 20 → 16 of 90 |
| HSA & FSA admin | 0% | 0% | newNew since September 2026: not ranked then, 0% now. | New this edition | Rank 19 of 111, unchanged |
Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.
The floor is 13 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions
By model
How each model treated PlanSource across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.ShowHide
By model
How each model treated PlanSource across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
ShowHide| Model | First choice | Alternative | Mention | Negative | Labels |
|---|---|---|---|---|---|
| Claude Haiku 4.5 | 0 | 1 | 2 | 0 | 3 |
| GPT-5.4 mini | 0 | 3 | 0 | 1 | 4 |
| Gemini 3.5 Flash | 0 | 2 | 1 | 0 | 3 |
| Perplexity Sonar | 0 | 0 | 0 | 0 | 0 |
| Grok 4.1 Fast | 0 | 1 | 1 | 1 | 3 |
| Mistral Small | 0 | 1 | 1 | 0 | 2 |
| DeepSeek V4 Flash | 0 | 5 | 0 | 0 | 5 |
| Llama 4 Maverick | 0 | 0 | 3 | 0 | 3 |
| Qwen 3.7 Flash | 0 | 0 | 0 | 1 | 1 |
| Kimi K2 | 0 | 1 | 2 | 1 | 4 |
| GLM 4.7 FlashX | 2 | 0 | 0 | 1 | 3 |
| MiniMax M2.5 | 0 | 2 | 0 | 1 | 3 |
| GPT-6 Luna | 0 | 3 | 0 | 0 | 3 |
| Muse Glimmer 30B | 1 | 3 | 1 | 0 | 5 |
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
Direct13 labels2
Paraphrase15 labels1
Comparative29 labelsNone
Budget-constrained7 labels2
Scale-constrained10 labelsNone
Negative19 labels1not counted in share
First choiceAlternativeMentionNegative93 labels in all, every segment counted; 5 of the 6 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.
“Best for a dedicated benefits administration platform → PlanSource – built around enrollment automation and carrier connectivity” GLM 4.7 FlashX · Benefits administration · direct prompt · first choice
“"Best for a dedicated benefits administration platform: PlanSource, built around enrollment automation and carrier connectivity."” Muse Glimmer 30B · Benefits administration · direct prompt · first choice
“### 1. PlanSource — Best for dedicated benefits-only platform” GLM 4.7 FlashX · Benefits administration · paraphrase prompt · first choice
“Best for a dedicated benefits administration platform: PlanSource, built around enrollment automation and carrier connectivity.” Muse Glimmer 30B · Benefits administration · comparative prompt · alternative
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.
“the product "seems designed to trip up customers and make it difficult to cancel"” GLM 4.7 FlashX · Benefits administration · negative prompt · hard negative
“Primary Concern: Complexity and "black box" support.” Qwen 3.7 Flash · Benefits administration · negative prompt · hard negative
“PlanSource — BBB complaint pages show unresolved customer complaints and escalation issues.” GPT-5.4 mini · Flexible benefits · negative prompt · soft negative
“bswift/PlanSource (enterprise) get similar scalability complaints but fewer public reviews” Grok 4.1 Fast · Benefits administration · negative prompt · soft negative
Named alongside
The products named in the same answers as PlanSource, over the 93 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.ShowHide
Named alongside
The products named in the same answers as PlanSource, over the 93 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.
ShowHideProductSame answerTook the first choice insteadHead to head
A head-to-head page exists where both products are among a category's top eight. 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, five of the fourteen in this edition, so these counts come from 93 of the 93 answers that named PlanSource and are not a share of its labels.
Domains cited
guideflow.com64
joinforma.com57
hibob.com45
rippling.com37
adp.com33
firsthr.app31
g2.com31
getbenepass.com28
peoplemanagingpeople.com23
gusto.com21
370 of the 370 domain citations in answers naming PlanSource came from somebody else's page.
Pages cited
Pages are listed as the models cited them.
Search and answers
plansource.com ranks 7 on Google for the category's searches. In the answers, PlanSource takes 6% of first choices and Gusto takes 20%.ShowHide
Search and answers
plansource.com ranks 7 on Google for the category's searches. In the answers, PlanSource takes 6% of first choices and Gusto takes 20%.
ShowHideIn search
Google, US estimatesPosition for “benefits administration platform”
7
Position for “benefits administration platforms”
8
- Searches for its name, Google
- 12,100 a month (“plansource”)
- AI search demand for its name, est.
- 221 a month
- Organic visits to its site
- about 63,439 a month
- Searches its site ranks for
- 9,301 · 104 in the top three
- Sites linking to it
- 1,223
- Paid Google search
- No ads found in the estimate; that does not mean it runs none
In answers
This editionShare of first choices
6%
rank 6 of 67 in benefits administration
Segment leader
20%
Gusto
- First choices
- 5 across its categories
- Named in
- 93 answers
- Its own site cited
- in 93 of the answers that named it
Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.
What it publishes
ShowHide
What it publishes
ShowHideAddresses on plansource.com
232
subdomains included
Content
100
counted in the table below
Documentation
0
Product · Integration
1 · 1
| Kind | Pages | Last 90 days | 2025-10 to 2026-09 | Latest | Categories named |
|---|---|---|---|---|---|
| Blog | 57 | 3 | 2026-09-17 | Benefits administration | |
| Glossary or explainer | 29 | 0 | 2020-10-26 | ||
| News or press | 10 | 2 | 2026-08-03 | Benefits administration | |
| Template or tool | 2 | 0 | 2017-05-01 | ||
| Comparison | 1 | 0 | 2017-05-01 | ||
| Podcast or video | 1 | 1 | 2026-08-05 | Benefits administration |
Most recent
- 2026-09-17Benefits administration software guide blog
- 2026-09-16Employee benefits trends report blog
- 2026-08-27Why consumer health accounts belong in your annual enrollment strategy blog
- 2026-08-05Making benefits administration easier podcast or video
- 2026-08-03Guardians of ai news or press
- 2026-07-21How ai is transforming annual benefits enrollment for hr teams news or press
How it is countedHide how it is counted
Every page plansource.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. Read September 29, 2026.
Follow PlanSource
An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.
Already following? Everything you follow, with a stop for each.
The company
PlanSource is its own company.ShowHide
The company
PlanSource is its own company.
ShowHideIn its own words
Stated by the vendor, not checked- Positioning
- Benefits Administration Software for HR Teams
- For
- HR Teams
- Certifications
- CCPAHIPAASOC 2 Type 223 NYCRR 500ISO/IEC 27001:2022
- Customers named
- Entertainment PartnersTopco AssociatesClearway EnergyCity of KalamazooIngevityRenesas ElectronicsVeritas PrimeStephens Insurance
- Not stated on the pages read
- Price, starting price, free plan or trial, integrations, hosting
What PlanSource's own pages state, read September 28, 2026: plansource.com, plansource.com/brand, trust.plansource.com, plansource.com/platform-services. A claimed page can correct any of them.
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.
What a new claim receivesHide what a new claim receives
A new claim receives the current edition's vendor brief for PlanSource by email, built from the raw record of the edition. It shows:
- where PlanSource is named, by buyer and by framing, and which cells hold its first choices;
- the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
- its vocabulary against the segment leader's, and the pages the models cited;
- who was chosen in the answers that did not name PlanSource, and every reason the record gives;
- a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
- one page of published figures cleared to show a buyer.