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Defined Contribution WebMonitor Program

What is DC WebMonitor?Dalbar’s DC WebMonitor addresses retirement plan providers’ need for reliable and timely knowledge of industry practices by the means of up to date competitive and industry intelligence. 

On a quarterly basis, DC WebMonitor tracks and recognizes those players in the Defined Contribution market that are capitalizing on the potential of the online environment, and assists firms in gauging whether their websites are in line with industry standards and user expectations.

What does a Standard DC WebMonitor Subscription include?   

  • Quarterly Leadership Reports: Featuring insightful retirement industry commentary, analysis of online offerings, a leader focus and a ranking of Top 10 plan participant and plan sponsor websites.
  • Quarterly Individual Scoring Summaries for your firm
  • Monthly Industry Updates
  • Access to the WebMonitor Membership website
  • Matrix of Competitor Features: tracks current online offerings and enables direct comparison between your firm’s offerings and its competitors
  • An online “Archive of Website Innovations” 
  • Annual User Group Meeting: Invitation to participate in a peer discussion forum on topics that are of the greatest interest to the group. 
  • 2 hours of Analyst Support per quarter
  • Visitor Reaction Index (VRI): Enables your firm to monitor reactions to it’s site and compare results to peer and competitor benchmarks

Additional services may be added to the standard WebMonitor subscription, allowing for customization of the program to best suit your firm’s needs. One or all of the following supplemental services can be added to your firm’s subscription:

  • Usability Reviews
  • Gap Analysis
  • Content/Feature Analysis
  • Recommendations for Improvement
  • Consulting Services
  • Private Engagements

What is the Cost to participate?

Components Details Cost
Standard DC WebMonitor Subscription
  • One year 
  • Current subscribers to other Dalbar WebMonitor segments are offered a lower rate

$15,000
$10,000

 Customizable Options

Usability Review

  • Single review 
  • 4 quarterly reviews
$2,250
$8,000
Gap Analysis

  • Single analysis 
  • 4 quarterly analyses
$2,500
$8,000
 
Content/Feature
Analysis

  • Per each feature analyzed
$3,250
Recommendations for
Improvement

  • Single recommendation & prioritization report
$4,500
Consultative Services

  • Hourly consulting fee 
  • Consulting package (12 hours of additional WebMonitor support)
$   275
$2,800
Private Engagements

  • Fully customized projects based on your specific needs
Dependent
on scope

Click here to access the secure WebMonitor membership website
 


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