An Inclusive Fitness-Based Exploration of the Origin of Soldiers: The Roles of Sex Ratio, Inbreeding, and Soldier Reproduction

I present an inclusive fitness model for the origin of soldiers that incorporates soldier production of males and females, in haplodiploids and diploids. In this paper, the term soldier refers to an individual that is morphologically and/or behaviorally specialized for defense. However, the model presented here can usefully be extended to other helping behaviors that are episodic in nature and that impact the colony as a whole rather than helping behavior that is directed to specific individuals. In general, the results of the model show that proto-soldier reproduction via sib-mating increases the ease with which soldiering evolves. Male haplodiploids appear the most apt to evolve soldier behavior compared to female haplodiploids and diploids. Haplodiploid females are expected to produce a greater proportion of male dispersers relative to their production of female dispersers and thereby increase the predilection in females to evolve soldiering compared to diploid populations. Application of the model to gall-forming thrips in Australia reveals that species basal to the phylogenetic branch where soldiers are inferred to have evolved show a lower threshold for soldier evolution than more derived species. This phylogenetic pattern is consistent with soldier production of male and female offspring facilitating the origin of soldiering in the social gall-forming thrips.