Dashboard format adjustments #60
Description
Default Display Metrics: Change the dashboard's default views:
The 10-year projection should default to showing results in Dollars.
The 75-year projection should default to showing results as Percent of Payroll.
75-Year Calculation: Update the 75-year metric from an average to a present value calculation to align with the Social Security Actuaries' methodology.
Payroll Tax Detail: Add two separate payroll tax measures:
Percent of taxable payroll (for Social Security).
Percent of total payroll (for Medicare).
Visualization Refinements:
Add year labels to the visualization for the Roth Swaps.
The team will consider adding two key solvency graphs: one showing revenue and benefits as a percent of payroll, and another showing the trust fund ratio.