Comparison

SortedResearch vs Optimal Workshop

Both run card sorts and tree tests. Where they differ is who checks every response, and what a year of research costs you. Here is the side-by-side, with every claim about Optimal Workshop linked to its own pages.

Up to 11 automatic quality checks per response Pay only for responses that pass From $49/mo, billed monthly Unlimited studies on every paid plan
$49/mo
vs $199/mo1
Our Individual plan, billed monthly, against Optimal’s Starter, billed annually.
Unlimited
vs 5 studies a year1
Studies on a paid plan. Optimal sells more as bundles.
Monthly
vs annual, auto-renewing4
Cancel any time. Optimal gives no refund for an early exit.
Every response
vs mostly by hand7
Our checks judge every response, including participants you bring yourself.

Who checks the data?

This is the biggest difference. Optimal’s recruited panel has automatic checks and free replacements, and that is worth having. Past that, most of the judging is yours: sorting by time taken and deciding who looks careless. SortedResearch does that judging for you, on every response, whoever sent the participant.

Quality layerSortedResearchOptimal Workshop
Fraud and duplicates, before the study ✓Our panel partner turns away fraud, duplicates and screener fails before they reach you. ✓Says it runs “multi-layer fraud prevention” on its recruited panel.6
Bots and tampering ✓Every answer validated on the server, rate limits, and one completion per device for up to 180 days. ?Claims “automated bot traffic elimination”. No mechanism is described in its help centre.6
Speeding, while it happens ✓A participant racing through is asked to slow down, then asked again, then the session ends. All four study types. –Not documented.
Speeders, after they finish ✓Automatic on every response, judged against how long your cards or tasks take to read. ~Recruited card-sort participants are flagged for being too fast. For your own participants, and on tree tests, you sort by time and exclude people yourself.7,8
Tapping the same spot every time ✓Side-bias and position-bias checks on pairwise and Best–Worst. Left and right are randomised, so a one-sided run stands out. –No straightlining check documented.
Lazy sorts ✓One giant pile, every card on its own, too few groups, or groups that mirror the shuffled order. ✓Excludes people who put every card in one group, or every card in its own group.7
Sorting without reading the cards ✓Checks whether cards plainly about the same thing ended up together. A sort a random shuffle would match is rejected. –Not documented.
Careless tree tests ✓Eleven checks, including never opening a menu, skipping without trying, the same answer on every task, and clicking around one branch. ~Manual: sort by time taken and exclude anyone who looks too quick.8
Borderline responses ✓Not thrown away. Ranked to the top of your list, each with a plain-English reason, so you make the call quickly. ~Flagged people are excluded, and the final decision is left to you.5
What a bad response costs you ✓Nothing. It is rejected, refunded and replaced automatically. ✓Free replacements. The help centre allows 30 days to ask, while the Terms say you must tell them within 5 days.5,4
If the order under-fills ✓The difference is refunded to your card automatically when you close the order. –Participant credits are non-refundable and expire after 12 months.4

Check counts: eleven on Findability, nine on a card sort, five each on pairwise and Best–Worst. “Not documented” means we could not find it on Optimal’s website or help centre on 2 October 2026, not that it cannot exist.

What a year costs

Optimal’s entry plan is sold by the year and counts your studies. Ours is sold by the month and does not.

SortedResearch Individual

$490 a year
  • Or $49 a month, cancel any time
  • Unlimited projects and participants
  • Graham’s reports and quality checks included
  • Team plan: $99 a month for up to 3 seats

Optimal Workshop Starter

$2,388 a year
  • $199 a month, billed annually1
  • 5 launched studies a year; more are sold as bundles1
  • Unlimited seats1
  • Auto-renews; no refund for early termination4

$2,388 is $199 × 12. Neither figure includes recruited participants, which both charge for separately.

Plans and participantsSortedResearchOptimal Workshop
Trying it first One trial study, up to 10 participants, no card No free plan. A 7-day trial shows results from your first 2 participants.2,3
Billing Monthly, or annual with 2 months free Annual only on Starter and Enterprise2
Studies Unlimited on any paid plan 5 a year on Starter, extra studies bought in bundles1
Seats 1 on Individual, 3 on Team, custom on Enterprise Unlimited1
Recruited participants From $5 per completed response. The price is shown before you pay, with no minimum. Bought with credits; one standard participant costs 1 credit. The dollar price of a credit is not published.1
Do you need a subscription to buy participants? No. You can buy an audience before you subscribe. Yes. Credits require a paid subscription.4
Hard-to-reach audiences The live price updates as you edit the screener, before you pay “Niche” requests (under 10% incidence, for example) can carry extra fees per participant4
Paid for a response you didn’t get Refunded automatically Credits are non-refundable, and expire 12 months after purchase4

What each one can run

Optimal covers more of the UX toolkit. SortedResearch goes further on structure and priority: how people group your ideas, whether they can find them, and which of them matter most.

MethodSortedResearchOptimal Workshop
Card sorting ✓Open, closed and hybrid, built for the phone, readable at 60 cards and beyond ✓Open, closed and hybrid9
Tree testing ✓Findability: a confidence range on every task, every task on one map, and an Adaptive Tree that proposes the fix round by round ✓Success, directness, paths and pietrees10
Pairwise comparison ✓Importance and satisfaction, plotted on an opportunity matrix –Not offered as a method on their site
Best–Worst (MaxDiff) ✓Ranks a list of 20 or 30 items on a 0–100 scale with a must-have line –Not offered as a method on their site. Ranking questions and closed sorts are the nearest.
One study feeding the next ✓Turn a finished card sort into a pairwise, Best–Worst or Findability study in one click –Not documented
AI-written report ✓Graham writes a client-ready report: headline, opportunities, next steps, and an honest note on data quality ~AI themes from questionnaire answers, plus summaries for interviews and usability tests11
First-click, surveys, prototype tests, interviews –Not offered ✓All offered12

When Optimal Workshop is the better fit

We would rather you picked the right tool. Optimal is the stronger choice if:

  • You need first-click testing, prototype testing, moderated interviews or live-site testing alongside your sorts.
  • A large team needs unlimited seats on one plan.
  • Procurement requires SOC 2 today. Optimal lists it; we don’t hold it yet, and we say so on our trust page.

If your work is concepts, needs, benefits and navigation, and you want each response checked for you, SortedResearch is built for it.

Common questions

Is SortedResearch a like-for-like Optimal Workshop alternative?
For card sorting and tree testing, yes: open, closed and hybrid sorts, similarity matrices, dendrograms, and tree tests with paths and first clicks. We add pairwise and Best–Worst for prioritising. We don’t offer first-click, prototype or interview tools.
Doesn’t Optimal Workshop check quality too?
Its recruited panel does: flagged participants are excluded and can be replaced for free. The difference is reach and depth. On Optimal, speed checks for your own participants and on tree tests are done by hand, and we found no documented check for one-sided tapping or for sorting without reading. On SortedResearch the checks run on every response, whoever sent the participant. See the quality table.
How much do participants cost?
From $5 per completed response, with no minimum and no contract. You pick the audience inside the study and see the price before you pay. Rejected responses are replaced at no cost, and an under-filled order is refunded automatically.
Can I move a study over from Optimal Workshop?
Yes. Paste your card list or tree into a new study. Findability also reads a sitemap, a spreadsheet or a live URL. You can try one study with up to 10 participants before you pay.
How current is this comparison?
We read every Optimal Workshop page cited below on 2 October 2026. Prices and plans change. If something here is out of date, tell us at support@sortedresearch.com and we will fix it.

Sources

  1. Optimal Workshop pricing: optimalworkshop.com/pricing
  2. Optimal Workshop help: the difference between paid plans: support article 2626911
  3. Optimal Workshop free trial: optimalworkshop.com/try-free
  4. Optimal Workshop Terms of Service and Fair Use Policy: optimalworkshop.com/legal-center, and renewals: support article 3225774
  5. Replace low-quality participants for free: support article 9360190
  6. Optimal Workshop user recruitment: optimalworkshop.com/solutions/user-recruitment
  7. Segment your participant data in card sorting: support article 2626854
  8. Segment your participant data in tree testing: support article 2626838
  9. Open, closed or hybrid card sort: support article 2626850
  10. Tree testing: optimalworkshop.com/product/tree-testing
  11. AI capabilities: optimalworkshop.com/optimal-overview/ai-capabilities
  12. Product pages: first-click, surveys, prototype testing, interviews

All pages read on 2 October 2026. SortedResearch facts come from our pricing page and help centre. Optimal Workshop is a trademark of its owner. SortedResearch is not affiliated with or endorsed by Optimal Workshop.

See the difference on your own study

Try one study to see how it works. Every response is checked, and you only pay for the ones that pass.