Calliope produces original research, white papers, and market analysis drawn from five years of Form 5500 filings. All free. All sourced. All focused on the questions commercial teams actually ask.
Professional Employer Organizations (PEOs) and Multiple Employer Plans (MEPs) serve hundreds of thousands of small-to-mid-market employers in the US — but they're almost invisible in traditional benefits data. This paper uses Calliope's PEO inferential detection logic to surface the full landscape, map the largest players, and identify the segments with the highest fragility risk.
Active ERISA litigation (Oregon Potato Company v. Marsh McLennan, E.D. Wash. 4:25-cv-05139) reflects the same Schedule C benchmarking methodology Calliope uses. What broker and vendor teams should take from the emerging case law.
How to construct defensible peer groups for Schedule C fee benchmarking — including our segment definitions, outlier detection logic, and cross-validation approach.
A filing-level view of broker M&A activity across the mid-market. Which national aggregators are actually growing their books — and which ones are losing ground.
MSK, behavioral health, diabetes, and fertility vendors — which ones actually appear in Schedule C filings, at what scale, and in what employer segments.
How multi-year participant count trends predict broker changes, carrier moves, and employer financial distress — with benchmark thresholds for your book.
Why most commercial teams are working with 20–40% duplicate employer records — and why that's the hidden tax on every GTM motion in the benefits ecosystem.
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