PlanSource - Benefits Administration

PlanSource - Benefits Administration

Who is This Vendor Assessment For?

NelsonHall’s Benefits Administration profile on PlanSource is a comprehensive assessment of PlanSource offerings and capabilities, designed for:
• Sourcing managers monitoring the capabilities of existing suppliers of Benefits Administration Services and identifying vendor suitability for security services RFPs
• Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
• Financial analysts and investors specializing in the Benefits Administration Services sector.

Key Findings & Highlights

This NelsonHall vendor assessment analyzes PlanSource’s offerings and capabilities in Benefits Administration Services.

PlanSource, headquartered in Orlando, Florida, is a private company owned by Vista Equity Partners and dedicated to employee benefits technology and services. It focuses on H&W benefits. It was founded in 2008 by technology veterans to modernize how companies manage benefits and how employees gain access to benefits. It is dedicated to H&W and in 2010 launched proprietary IP, PlanSource Ben Admin. It has primarily grown its business by increasingly investing in its technology, where 94% of its business in 2021 uses its own software.

Scope of the Report

The report provides a comprehensive and objective analysis of PlanSource’s Benefits Administration Services offerings and capabilities, and market and financial strengths, including:
• Identification of the company’s strategy, emphasis, and new developments
• Analysis of the company’s strengths, weaknesses, and outlook
• Revenue estimates
• Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
• Analysis of the company’s offerings and key service components
• Analysis of the company’s delivery organization including the location of delivery locations.