BenefitLab

2026 Employer Shared Responsibility Estimator

Estimate your potential ACA employer-mandate (“pay or play”) penalty exposure for 2026, and check whether a plan clears the 2026 affordability line. Built on the IRS 2026 figures: $3,340 and $5,010 penalties and a 9.96% affordability threshold.

How the 2026 employer mandate works

Under the Affordable Care Act, Applicable Large Employers (ALEs) — generally those with 50 or more full-time and full-time-equivalent employees — must offer affordable, minimum-value coverage to full-time employees and their dependents, or risk a penalty under Internal Revenue Code section 4980H. A penalty is only triggered when at least one full-time employee receives a premium tax credit (subsidy) through the Marketplace.

The two penalties for 2026

 4980H(a) — “no offer”4980H(b) — “unaffordable / not MV”
When it appliesYou fail to offer coverage to 95%+ of full-time employeesYou offer coverage, but it’s unaffordable or not minimum value
2026 amount$3,340/yr ($278.33/mo)$5,010/yr ($417.50/mo)
Multiplied byAll full-time employees minus 30Only each full-time employee who gets a subsidy

You pay one or the other, never both. The 4980H(b) penalty is also capped so it can never exceed what the 4980H(a) penalty would have been.

Affordability and the safe harbors (2026)

Coverage is “affordable” in 2026 if the employee’s share of the lowest-cost self-only premium is no more than 9.96% of household income. Because employers don’t know household income, the IRS allows three safe harbors:

Federal Poverty Line: for calendar-year 2026 plans, the monthly premium can’t exceed $129.89 (9.96% of the $15,650 2025 FPL, divided by 12). W-2: 9.96% of the employee’s W-2 Box 1 wages. Rate of pay: 9.96% of (hourly rate × 130 hours) per month.

This estimator is for general planning only and is not tax or legal advice. Actual penalties are determined by the IRS based on your filings (Forms 1094-C/1095-C) and individual circumstances. Confirm specifics with a qualified benefits advisor or tax professional.