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Sex-biased dispersal, haplodiploidy and the
evolution of helping in social insects
Rufus A. Johnstone1,*, Michael A. Cant2and Jeremy Field3
1
Department of Zoology, University of Cambridge, Cambridge CB2 3EJ, UK
2
Centre for Ecology and Conservation, University of Exeter, Cornwall Campus, Penryn TR10 9EZ, UK
3
School of Life Sciences, University of Sussex, Falmer, Brighton BN1 9QG, UK
In his famous haplodiploidy hypothesis, W. D. Hamilton proposed that high sister–sister relatedness
facilitates the evolution of kin-selected reproductive altruism among Hymenopteran females. Subsequent
analyses, however, suggested that haplodiploidy cannot promote altruism unless altruists capitalize on
relatedness asymmetries by helping to raise offspring whose sex ratio is more female-biased than the
population at large. Here, we show that haplodiploidy is in fact more favourable than is diploidy to the
evolution of reproductive altruism on the part of females, provided only that dispersal is male-biased
(no sex-ratio bias or active kin discrimination is required). The effect is strong, and applies to the evol-
ution both of sterile female helpers and of helping among breeding females. Moreover, a review of
existing data suggests that female philopatry and non-local mating are widespread among nest-building
Hymenoptera. We thus conclude that Hamilton was correct in his claim that ‘family relationships in
the Hymenoptera are potentially very favourable to the evolution of reproductive altruism’.
Keywords: kin selection; local competition; cooperation; altruism; social insects
1. INTRODUCTION
Bees, wasps and ants (Hymenoptera) have haplodiploid
sex determination, whereby males arise from unfertilized
eggs and are haploid, whereas females arise from fertilized
eggs and are diploid. One consequence of haplodiploidy
is that females are more closely related to sisters (r¼
0.75) than is the case in diploids (r¼0.5). W. D. Hamilton
suggested that this difference might help to explain the
large number of origins of sociality and reproductive
altruism among females in the Hymenoptera [1]. More
recent work, both theoretical and empirical, cast doubt
on this theory. Genetic models suggest that because a
female’s relatedness to her brothers is lower under haplo-
diploidy (r¼0.25) than under diploidy (r¼0.5),
haplodiploidy can promote altruism only if altruists help
to produce young among whom females are more
common than in the general population [2]; although
there are conditions under which this may occur, it is
questionable how often they are met [3]. In addition,
empirical studies have shown that active kin discrimi-
nation is rare in the social Hymenoptera [4]. Such
findings have led to a shift in focus from genetic to eco-
logical factors favouring hymenopteran eusociality [5],
although the two are not necessarily mutually exclusive.
Here, we show that haplodiploidy is in fact favourable
to the evolution of reproductive altruism on the part of
females, provided only that dispersal is male-biased—it
is not necessary to invoke sex-ratio bias or active kin dis-
crimination. Several previous analyses of altruism in
viscous populations (with limited dispersal) have con-
sidered the impact of haplodiploidy, but none have
explored the interaction between haplodiploidy and sex-
biased dispersal as we do. In his seminal model of local
helping, Taylor [6] explicitly showed that haplodiploidy
does not alter the conditions for the evolution of helping
among adult breeders, given the assumption that males
mate on their natal patch and females then disperse (car-
rying their partner’s genes with them—effectively
ensuring identical dispersal rates for both sexes); Queller
[7] subsequently suggested that sex-biased dispersal
might alter this conclusion, but did not formally analyse
this possibility. More recently, Johnstone & Cant [8]
showed that sex-biased dispersal can favour helping
among adult breeders, but considered only the diploid
case. Lastly, Lehmann et al.[9] showed that population
viscosity can favour the evolution of sterile workers (as
opposed to helping among breeders). They explicitly
demonstrate, as Taylor [6] did, that haplodiploidy does
not affect the conclusions of their model when dispersal
is identical for both sexes (and both males and females
become workers). Unlike Taylor [6], they also briefly con-
sider the impact of sex differences in dispersal, but do not
explore in detail the interaction between sex-biased
dispersal and haplodiploidy.
Below, we build on the analyses of Lehmann et al.[9]
and Johnstone & Cant [8] to show that when dispersal
is male-biased, haplodiploidy does favour female repro-
ductive altruism, whether this takes the form of the
evolution of sterile female workers or of helping among
reproductive females. Since both analyses make very
similar assumptions about population structure, we treat
them as variants of a single model, distinguished chiefly
by their focus on the evolution of sterile female helpers or
of helping among adult reproductive females, respectively.
2. MODEL
We focus on an infinite, sexually reproducing population
divided into discrete groups or colonies, each comprising
nbreeding females or queens, possibly assisted by a
*Author for correspondence (raj1003@hermes.cam.ac.uk).
Proc. R. Soc. B (2012) 279, 787–793
doi:10.1098/rspb.2011.1257
Published online 27 July 2011
Received 15 June 2011
Accepted 5 July 2011 787 This journal is q2011 The Royal Society