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Fidelity - Benefits Administration

Vendor Analysis

by NelsonHall Analyst

published on Sep 01, 2016

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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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