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Fidelity - Benefits Administration

Vendor Analysis

by NelsonHall Analyst

published on Sep 01, 2016

Access to this report is restricted to logged in clients with access. Login to get full access

Report Overview:

This NelsonHall vendor assessment analyzes Fidelity's offerings and capabilities in Benefits Administration. 

Who is this Report for:

NelsonHall’s Benefits Administration vendor assessment for Fidelity is a comprehensive assessment of Fidelity’s benefits administration offering and capabilities, designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of benefits administration and identifying vendor suitability for benefits administration RFPs
  • Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the benefits administration sector.

Scope of this Report:

The report provides a comprehensive and objective analysis of Fidelity’s benefits administration offering, capabilities, and market and financial strength, including:

  • Identification of the company’s strategy, emphasis, and new developments
  • Analysis of the company’s strengths, weaknesses, and outlook
  • Revenue estimates
  • Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
  • Analysis of the company’s offerings and key service components
  • Analysis of the company’s delivery organization including the location of delivery locations.

Key Findings & Highlights:

Fidelity Investments (Fidelity) is a financial services corporation, providing benefits administration services through its Workplace Investing business.

Fidelity’s benefits administration offering includes DC administration, DB administration, stock plan administration, H&W administration, spending account administration, private healthcare exchange, retiree transition services.

Fidelity utilizes its proprietary technology to support its benefits administration offering, including NetBenefits for employees/participants and Plan Sponsor Webstation (PSW) for employers/plan sponsors.

In total, Fidelity has ~19,835 benefits administration clients, and serves ~24m participants.

Table of contents:

Table of contents:

  • Revenue Summary
  • Key Offerings
  • Spending Account Administration
  • Private Healthcare Exchange for Active Employees
  • Retiree Health Transition Services
  • Delivery Capability and Partnerships
  • Target Markets
  • Strategy
  • Enhancing the participant experience
  • Fidelity Health Marketplace
  • Strengths and Challenges
  • Strengths
  • Challenges
  • Outlook

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