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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    PlanSource

    Score5.8 out of 10
    N/APlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.N/A

    Sogolytics

    Score9 out of 10
    N/ASogolytics (formerly SoGoSurvey) is an online survey software solution that helps users create surveys quickly. The free package includes basic features for building surveys and the paid package includes advanced features.N/A
    Pricing
    PlanSourceSogolytics
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    PlanSourceSogolytics
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    PlanSourceSogolytics
    Considered Both Products
    PlanSource
    No answer on this topic
    Sogolytics
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    27 Answers
    Delivers good value for the price
    No answers on this topic
    96%
    Delivers good value for the price
    22 Answers
    Happy with the feature set
    No answers on this topic
    100%
    Happy with the feature set
    27 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    96%
    Lived up to sales and marketing promises
    23 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    25 Answers
    Best Alternatives
    PlanSourceSogolytics
    Small Businesses
    Ease
    Score9.9 out of 10
    MindTouch
    Score7 out of 10
    Medium-sized Companies
    Employee Navigator
    Score8.7 out of 10
    PG Forsta HX Platform
    Score9.4 out of 10
    Enterprises
    ADP Mobile Solutions
    Score8.4 out of 10
    Medallia
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanSourceSogolytics
    Likelihood to Recommend
    7.3
    (1 ratings)
    9.0
    (36 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.1
    (4 ratings)
    Usability
    -
    (0 ratings)
    8.9
    (22 ratings)
    Support Rating
    -
    (0 ratings)
    9.0
    (18 ratings)
    User Testimonials
    PlanSourceSogolytics
    Likelihood to Recommend
    PlanSource
    Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.
    Incentivized
    Read full review
    Sogolytics
    I think if you are surveying often to gather data, Sogolytics is a great product. If you are not seeking in-depth data, there are certainly more affordable options. As a non-profit, we find this to be a great tool for in-depth data and easy-to-use reports. The report feature is our main draw to this product; it is visually appealing, easy to share, and translates.
    Read full review
    Pros
    PlanSource
    • Puts all of your healthcare selections in one place making changes, drops, and additions are taken care of in one place instead of having to contact every vendor individually.
    • Keeps an accurate record of real time enrollment which helps when you are in an account manager role and handling client questions concerning their health plans.
    • Provides tools to keep the client and yourself organized. Several Open Enrollment messaging tools and places to add any educational documents for the different health plans.
    Incentivized
    Read full review
    Sogolytics
    • Easy to use - easy to create surveys, send to participants and review the results
    • The library of ready to use templates is so helpful!
    • The large variety of question types helps to keep the survey interesting for the participant.
    • The "smart" question logic is amazing. I love having a follow up question appear depending on how the participant answers a previous question.
    Read full review
    Cons
    PlanSource
    • The more advanced options, such as HCM, could have a slightly more user-friendly dashboard for users who are not daily computer users.
    • Needs to be easier to customize the homepage. Clients are always interested in adding in their own pictures, colors, welcome message position, etc.
    • Needs to have a function where the employer can send a document for the employee to sign, open and capture the employee's signature, send back to the employer and save in the employee file.
    Incentivized
    Read full review
    Sogolytics
    • Providing users the ability to follow along a specific question example (eg. placeholder text in questions that users can see what the answer might look like)
    • Better media management and implementation (eg. placing images/videos/gifs/etc. as standalone assets in the survey)
    • Making the images added into a survey responsive to the screen they are being viewed on (eg. any images added to a survey do not adjust to the size of the screen, consequently showing up very small on mobile/tablet view)
    • Exporting the survey to Word looks horrible - we'd love if the survey could be exported the way it looks when live into a similar-looking Word document or template
    Read full review
    Likelihood to Renew
    PlanSource
    No answers on this topic
    Sogolytics
    Will definitely use the software again as soon as we need another survey to be conducted.
    Incentivized
    Read full review
    Usability
    PlanSource
    No answers on this topic
    Sogolytics
    Everything on the platform is laid out logically and in a manner that even our less technical administrators can go onto the system and create/manage any surveys or feedback questionnaires. The options for distribution of these surveys are also simple and straight forward with all available choices showing. Our users don't need to know the ins and outs of the system to be able to use it.
    Read full review
    Support Rating
    PlanSource
    No answers on this topic
    Sogolytics
    I had an issue whereby I used a free trial that ended, locking me out of my account. I contacted their customer service to help with this issue, which they resolved in under half an hour. I was extremely impressed with their speed and quality of service, which led me to filling out this review!
    Read full review
    Alternatives Considered
    PlanSource
    I have looked at GoCo, Kronos and Zenefits. I selected PlanSource because I felt it was the most customizable for a variety of clients across the board. The interface seemed functional but slightly professional looking than it competitors. PlanSource also seemed well established and that it was capable of handling my client needs.
    Incentivized
    Read full review
    Sogolytics
    In summary, Sogolytics has proven to be the perfect fit for our pre and post-test assessments. Its seamless integration, efficient data collection, and powerful reporting capabilities have significantly improved our ability to track and communicate the impact of our programs. We highly recommend Sogolytics to organizations looking for a reliable and user-friendly data management solution.
    Read full review
    Return on Investment
    PlanSource
    • Positive - Reduces time spent contacting vendors of enrollment changes. When you are dealing with several hundred employees and their dependents across several vendors that time starts to add up.
    • Positive - Point of value when trying to gain or up sell a client.
    • Negative - You do need to meet the minimum number of people on the platform as per your contact to avoid having to pay a fee to PlanSource. If one of your larger clients leaves that could be a potential issue.
    Incentivized
    Read full review
    Sogolytics
    • Members were very appreciative of the survey requesting their input on Capital Projects. Too many time, 1 - 2 staff members or Board members make decisions for the entire membership, which is not always the best approach.
    • Hoping for actionable areas to improve once the results of the Membership Satisfaction survey completes.
    Incentivized
    Read full review
    ScreenShots

    Sogolytics Screenshots

    Screenshot of Survey Design: Survey design with SoGoSurvey is quick, easy, and intuitive. To add comments or one of more than 25 question types, simply drag and drop from the left menu.Screenshot of Survey Distribution: SoGoSurvey provides multiple avenues for expanding survey outreach while maintaining the integrity of data. The most popular distribution options include email, web posting, and social media platforms.Screenshot of Reports: SoGoSurvey’s customers rave about the versatility of its reports and variety of data analysis options. Reports are easy to run and offer many customization features so you can crunch a few numbers quickly or prepare for a polished presentation.Screenshot of Surveys: The variety of options for survey design is expansive, including (clockwise, from upper right): themed templates, funky quiz options, inclusion of your organization’s logo (ipad display featured), and basic, professional designs.Screenshot of Customer Experience DashboardScreenshot of Customer Experience Survey Bank