PlanOptica vs miEdge
miEdge bundles welfare prospecting at $18-44k/yr on 12-month auto-renewing terms. PlanOptica is monthly, cancel any time, with retirement and welfare on the same login.
miEdge has long been the welfare specialist on the market: Salesforce-native, deep carrier and broker coverage, and the product that defined welfare prospecting. Pricing is bundle-based at $18-44k/yr on a 12-month auto-renewal. PlanOptica covers welfare at parity (Schedule A premiums, carriers, brokers, 12 welfare prospect flags) and retirement on the same login, with monthly billing and a free tier.
miEdge vs PlanOptica
| Feature | miEdge | PlanOptica |
|---|---|---|
| Coverage | Welfare (retirement via separate) | Retirement + welfare on one login |
| Welfare prospect flags | Carrier/broker filters | 12 welfare flags + 17 retirement flags |
| Pricing model | $18-44k/yr bundle | Free / $39 Solo / $100 Team |
| Contract term | 12-month auto-renew | Monthly, cancel any time |
| Self-serve signup | ||
| Schedule A premiums + carriers | ||
| Broker market share view | ||
| Custom analytics service | Yes, monthly retainers |
Where PlanOptica differs from miEdge
No 12-month commitment, no auto-renewal clause, no early-termination conversation. Sign up this week, cancel next month if the seat isn't earning its keep.
Schedule A welfare data and Form 5500 retirement filings on the same account. Follow a prospect's full benefit stack without switching products.
Premium concentration, carrier change events, broker change events, plan-size transitions, audit thresholds. Each flag links to the filing line that triggered it.
Common questions
When does miEdge still make sense?
If your team's workflow is built around the Salesforce-native integration and AMS sync, the switching cost is non-trivial. miEdge's carrier coverage on the welfare side is well-established. The trade-offs PlanOptica offers are pricing, commitment terms, and retirement parity on the same login.
Can I migrate my saved searches?
No automatic import. The carrier and broker name normalizations differ - we canonicalize independently from the DOL Schedule A data. Email hello@planoptica.com with the prospect lists that matter and we'll help recreate them on your account.