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HR AI Index
Index › Products › 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 vv2026-09.3, 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.
What the models named instead of PlanSource →
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 and per category, 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.
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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.
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ProductSame answerTook the first choice insteadHead to head
bswift48 of 805Not among the top eight
Workday HCM29 of 804Not among the top eight
Paylocity24 of 800Not among the top eight
UKG Pro21 of 802Not among the top eight
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, 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.

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.

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.

With a new claim: the vendor brief

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.

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.

Subscribe to the pack

Badges

Wins only: a badge exists where PlanSource is ranked in a category's top three this edition. Three sizes, one file each, light and dark; the code is under each.
ShowHide

AI models recommend PlanSource first in Benefits administration this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of September 2026.

Wide · 320 × 104 Website, beside other badges
AI models' first choice in Benefits administration, September 2026 Edition, HR AI Recommendation Index
Show the code
<a href="https://hr-ai-index.com/core/benefits-administration/"><img src="https://hr-ai-index.com/badges/2026-09/plansource--benefits-administration-wide.svg" alt="AI models' first choice in Benefits administration, September 2026 Edition, HR AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the Benefits administration standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
AI models' first choice in Benefits administration, September 2026 Edition, HR AI Recommendation Index
Show the code
<a href="https://hr-ai-index.com/core/benefits-administration/"><img src="https://hr-ai-index.com/badges/2026-09/plansource--benefits-administration-square.svg" alt="AI models' first choice in Benefits administration, September 2026 Edition, HR AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the Benefits administration standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
AI models' first choice in Benefits administration, September 2026 Edition, HR AI Recommendation Index
Show the code
<a href="https://hr-ai-index.com/core/benefits-administration/"><img src="https://hr-ai-index.com/badges/2026-09/plansource--benefits-administration-compact.svg" alt="AI models' first choice in Benefits administration, September 2026 Edition, HR AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the Benefits administration standing, where the claim can be checked.

Badges read on light and dark pages. Alt text carries the claim, the category, the edition and the index, so it stays a citation where the image does not load.