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DOI: 10.1002/gps.5715
RESEARCH ARTICLE
- Accepted: 4 April 2022
1
Department of Sociology, Zhejiang University,
Hangzhou, China Abstract
2
School of Social Work, University of Michigan, Objectives: Social isolation has objective and subjective dimensions. Few studies
Ann Arbor, US
have simultaneously examined trajectories of both dimensions. We integrated
Correspondence multiple indicators of both dimensions to identify social isolation trajectory patterns
Mengsha Luo, Department of Sociology, and investigated how different patterns were related to adults’ physical, mental,
Zhejiang University, 866 Yuhangtang Road,
Hangzhou, 310058 China. cognitive, and self‐rated health.
Email: mengshal@zju.edu.cn Methods: We used latent class growth modeling to examine social isolation tra-
jectory patterns, based on data from the 2008—2016 waves of the Health and
Funding information
social science found china Retirement Study (N = 6457). Mixed‐effect linear models were used to examine
how trajectory patterns were associated with functional limitations, depressive
symptoms, memory deficits, and self‐rated health over the 8‐year study period.
Results: Four social isolation trajectory patterns were identified: severe isolation
(15.4%), moderate isolation (37.6%), some objective and rare subjective isolation
(35.4%), and rare objective and low subjective isolation (11.6%). Social isolation
trajectory patterns showed a gradient in all health domains. The rare objective and
low subjective isolation group had the best health (i.e., the fewest functional limi-
tations, depressive symptoms, and memory deficits and the best self‐rated health);
the some objective and rare subjective isolation group had the next best health; the
moderate isolation group had the second worst health; and the severe isolation
group had the worst health.
Conclusions: The prevalence and stability of severe and moderate social isolation
suggest it may be necessary to address social isolation at the national level. The
most favorable health outcomes associated with the rare objective and low sub-
jective isolation group supports interventions to strengthen social networks and
engagement midlife and later‐life.
KEYWORDS
HRS, latent class growth modeling, loneliness, social disconnectedness
Key points
� Objective social isolation and subjective social isolation are interrelated but different
concepts
� This study conceptualizes social isolation as a multi‐dimensional construct by considering
objective isolation and subjective isolation simultaneously
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� Four distinct patterns of social isolation trajectories are identified
Int J Geriatr Psychiatry. 2022;1–11. wileyonlinelibrary.com/journal/gps © 2022 John Wiley & Sons Ltd. 1
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� Estimates of the prevalence of severe isolation and moderate isolation among Americans
aged over 50 years are 15.4% and 37.6%
2 | METHODS
1.2 | Trajectories of objective and subjective social
isolation 2.1 | Data
Stability and change of loneliness have been well examined. Most This analysis was based on the Health and Retirement Study, a na-
studies found that loneliness was stable in adulthood until after 70 tionally representative longitudinal study of the U.S. population aged
when it began to increase.9,10 Fewer studies have investigated over 50 years conducted every 2 years since 1992. Starting with Wave
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LUO AND LI
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8 (2006), a random half sample was assigned to participate in an closeness with their partner (1 = having a close relationship, 0 = not
Enhanced Face‐to‐Face Interview (EFTF), which included a leave‐ having a close relationship), were summed.
behind questionnaire on psychosocial topics. Another half sample
participated in the EFTF in Wave 9 (2008). The Wave 9 (2008) par-
ticipants were followed in Waves 11 (2012) and 13 (2016). We studied 2.2.4 | Contact with social network
the period between 2008 (baseline) and 2016 because 2008 was the
first year with comparable information for all social isolation variables. Social contact was operationalized as frequency of contact with
For the latent class growth analyses, the study sample was children, other relatives, and friends. For each relationship type,
limited to respondents who participated in at least two waves of the participants were asked to report the frequency of contact in three
EFTF interviews (N = 6,468) and provided information on all in- ways: in person, over the phone, and mail/emailed on a 6‐point scale
dicators of social isolation. The final sample consisted of 6,457 in- (1 = less than once a year or never to 6 = three or more times a week).
dividuals with a total of 15,923 observations. Social contact scores were obtained by summing the nine items.
For the hierarchical linear analyses, we further limited the sam- Cronbach’s alpha was above 0.71 for each wave.
ple to those who provided complete information on all covariates and
a given health outcome. The sample size differed across health out-
comes to minimize sample selection bias. The HRS was approved by 2.2.5 | Perceived social support
the Institutional Review Board at the University of Michigan. All
participants provided informed consent. Perceived social support measured the emotional and instrumental
support respondents reported receiving from their spouse/partner,
children, other relatives, and friends. For each of the four relationship
2.2 | Social isolation measurement types, seven questions were asked, with responses presented on a 4‐
point scale (1 = not at all to 4 = a lot). An index summing the 28 items
Following the work of Cornwell and Waite,1,18,19 we measured was used. Cronbach’s alpha was above 0.87 across the three waves.
objective social isolation by four indicators: social engagement,
composition of social network, number of social relationships, and
contact with social network. Subjective isolation was operationalized 2.2.6 | Loneliness
by two indicators: perceived social support and loneliness.
Loneliness was assessed with the abridged 11‐item version of the
Revised UCLA Loneliness Scale. The UCLA loneliness scale has
2.2.1 | Social engagement become the gold standard for measures of loneliness and has been
widely used as a measure of loneliness.21 The efficacy and validity of
Social engagement measured levels of participation in social activ- this measure has been tested in the HRS sample. Following is an
ities. Four types of activities were selected: volunteer/charity work; example item: “How often do you feel isolated from others?”
educational/training course; clubs (sport, social, other); non‐religious Response options included “hardly ever,” “some of the time,” and
organizations. Response options were presented on a 6‐point scale (1 “often.” We calculated loneliness scale scores by summing the 11
= Not in the last month, 2 = At least once a month, 3 = Several times items. Higher scores indicated greater loneliness. Cronbach’s alpha
a month, 4 = Once a week, 5 = Several times a week, 6 = Daily). was above 0.87 for each wave.
Responses to the four items were summed.
item version. Each item was rated yes (1) or no (0). One item asked Second, older adults were assigned to a social isolation trajectory
about loneliness and was excluded from our measure. We summed pattern based on posterior class‐membership probabilities. Pattern‐
the remaining seven items. Cronbach’s alpha was above 0.81 for each specific distribution for each social isolation trajectory was re-
wave. ported. Third, because person‐years were nested in persons, mixed‐
effect linear regression models were used to examine how types of
social isolation trajectories were associated with respondents’
2.3.3 | Memory deficits physical, mental, cognitive, and self‐rated health in the 8‐year study
period. We estimated two models, one without and another with the
Respondents were read 10 words and asked to recall the words covariates. All control variables except sex and race/ethnicity were
immediately and after a short delay. We summed correct answers in time varying. LCGA analysis was done in Mplus version 8.34 All other
the two recalls and recoded the sum scores so that higher scores analyses were conducted using Stata 16.35
indicated more memory deficits. Attrition presented a selection problem. To account for the
sampling structure and nonresponse, descriptive statistics of all
variables were weighted by cross‐sectional weights designed spe-
2.3.4 | Self‐rated health cifically for the subsample to which the psychosocial leave‐behind
questionnaire was administered. Measure‐specific missingness
Respondents rated their health on a 5‐point scale (1 = excellent to 5 = within the analytic sample was handled using the full information
poor). This single‐item question has been verified in different studies maximum likelihood method (FIML), which uses all the information in
and populations.24,25 the observed data for analysis and is more efficient and less biased
than the other methods.36
We compared the characteristics of the included and excluded
2.4 | Covariates respondents. The results are shown in Supplementary Table A1.
Compared with the analytic sample, excluded respondents were
In the analyses to examine the association between social isolation more likely to be older, male, racial minorities, less educated, non‐
trajectory patterns and health outcomes, we controlled for re- partnered, and non‐employed.
spondents’ sociodemographic characteristics and health‐related be-
haviors in order to minimize potential confounding. Sociodemographic
characteristics included age measured in years, sex (male, female), 3 | RESULTS
race/ethnicity (non‐Hispanic White, non‐Hispanic Black, Hispanic,
other), education (less than high school, high school or equivalent, 3.1 | Sample characteristics
vocational/some college/associate degree, bachelor’s degree or
higher), partnership (non‐partnered, partnered), and employment Table 1 displays the weighted baseline characteristics of the sample.
status (non‐employed, employed). Health‐related behavior included Participants’ average age was 64 years. A majority were female
BMI (underweight, normal, overweight, obese), drinking (never drank, (54%), non‐Hispanic White (84%), partnered (69%), non‐employed
ever drank), and smoking (never smoked, ever smoked). (67%), and had some college and above education (55%). Also, a
majority were overweight and obese (73%), had ever drunk (60%)
and smoked (57%). A pooled correlation matrix of the study variables
2.5 | Analytic approach is reported in Supplementary Table A2. The six social isolation in-
dicators were significantly correlated with each other.
We performed three steps. First, latent class growth analysis (LCGA)
was used to identify subgroups of individuals with similar social
isolation trajectories. LCGA has the advantage of accounting for 3.2 | Latent class growth analysis (LCGA)
population heterogeneity in the outcome growth by classifying in-
dividuals into different trajectory groups. A series of models with an A series of LCGAs with up to six classes were performed. Table 2
increasing number of classes were estimated. Several goodness‐of‐fit displays the model fit statistics. The smaller AIC, BIC, and ABIC
statistics and criteria were used to determine the optimal number of indicated improved model fit with increasing number of classes.
latent classes: (a) the Akaike information criterion (AIC)26 and The adjusted Lo‐Mendell‐Rubin likelihood ratio test was nonsig-
Bayesian and adjusted Bayesian information criteria (BIC and nificant in the five‐ and six‐class solution, suggesting no significant
27,28
ABIC) ; (b) entropy and posterior class‐membership probabili- improvement beyond the four‐class model. Further, the entropy
ties29,30; (c) the adjusted Lo‐Mendell‐Rubin likelihood ratio test31; (d) value of the four‐class model is 0.84, indicating high classification
class size that reflected at least 1% of the total sample32; and (e) quality.37 The posterior class‐membership probabilities of the four‐
interpretability of emerging classes based on theory and class class model range from 0.89 to 0.94, indicating acceptable class
33
distinctiveness. classification.30
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LUO AND LI
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T A B L E 1 Descriptive statistics of
Variables % Mean SE
study variables at baseline (weighted)
Social engagement (range: 1‐24) 6.16 0.03
Female 54.15
Race
Hispanic 2.72
Other 2.89
Education
Partnered 68.81
Employed 42.78
BMI
Underweight 0.77
Normal 26.02
Overweight 37.97
Obese 35.24
Drinking 59.89
Smoking 56.89
Figure 1 presents change of each social isolation indicator for the the scores were quite favorable (low subjective isolation). Class 4
four classes. Class 1 (15.4%), labeled “severe (objective and subjective) (35.4%) was labeled “some objective and rare subjective isolation.” It
isolation,” scored the worst in nearly all indicators of objective and scored highest in perceived support and lowest in loneliness (rare
subjective social isolation. Class 2 (37.6%), labeled “moderate (objec- subjective isolation). Compared with class 3, class 4 had much lower
tive and subjective) isolation,” scored the lowest in social engagement; social engagement and less contact frequency (some objective
second lowest in social networks, close relationships, contact fre- isolation). But class 4 had larger social networks and more close
quency, and perceived support; and second highest in loneliness. relationships.
Class 3 (11.6%), labeled “rare objective and low subjective isolation,” From 2008 to 2016, there was a trend of slight and gradual in-
was distinguished by scoring the highest in social engagement and crease of social isolation—declined social engagement, smaller net-
contact frequency (rare objective isolation). Although it scored the works, fewer close relationships, decreased contact frequency, lower
second highest in perceived support and second lowest in loneliness, perceived support, and higher loneliness—for all four classes.
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TABLE 2 Model fit statistics for estimated patterns of social isolation trajectory
Value = 18307 Value = 5205 Value = 3129 Value = 3067 Value = 749
C5 = 786 C5 = 1927
C6 = 1241
F I G U R E 1 Estimated Patterns of Social Isolation Trajectories. Results are based on data from respondents aged over 50 years from the
Health and Retirement Study (HRS 2008–2016). Each plotted line represents mean trajectory consistent with a latent class grouping. Four
types of trajectories were derived: severe isolation, moderate isolation, rare objective and low subjective isolation, and some objective and
rare subjective isolation. The four trajectory types are based on six indicators of social isolation: social engagement, composition of social
network, number of social relationships, contact with social network, perceived social support, and loneliness. The former four measured
objective isolation (social disconnectedness), the latter two measured subjective isolation (perceived isolation)
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LUO AND LI
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However, the four classes did not overlap or cross in their social The two other groups, labeled rare objective and low subjective
isolation trajectories, which suggests that individual differences in isolation (11.6%) and some objective and rare subjective isolation
objective and subjective social isolation are relatively stable during (35.4%), have similarities and differences. Both groups scored simi-
the 8‐year period. larly high on the number of close relationships and contact with
Sociodemographic characteristics associated with each of the network members and similarly low on loneliness. The former,
four classes are presented in Supplementary Table A3. Relative to the however, had a very high level of social engagement that contrasted
other groups, the severe isolation group had more female, racial mi- sharply with the low level of engagement in the latter. Nevertheless,
nority, low‐educated, non‐partnered, and non‐employed individuals. the latter group does not appear to feel isolated. This may be
explained by the socioemotional selectivity theory,38 which suggests
that older people regulate emotion by focusing on emotionally
3.3 | Mixed‐effect analyses important relationships and reducing engagement in social activities
that are not meaningful to them.
We next examined how patterns of social isolation trajectories were In addition, we showed that trajectories of social isolation do not
associated with individuals’ physical, mental, cognitive, and self‐rated overlap or cross, suggesting rank stability of social isolation. That is,
health over the 8‐year study period. Table 3 and Figure 2 present the individuals who initially exhibited high levels of social isolation
results of mixed‐effect linear regression models. remained highly isolated in the following eight years. This finding, in
The unadjusted models (without covariates) clearly showed a combination with one recent research on trajectories of objective
“class” gradient in health outcomes. Model 1a showed that, on social isolation among a nationally representative sample of older
average, the functional limitations of the severe isolation, the mod- Americans and revealing that 17% of older adults were persistently
erate isolation, and the some objective and rare subjective isolation objectively isolated over an 8‐year period,11 further implies that
groups were 1.79, 1.39, and 0.59 units, respectively, higher than without interventions, those who are socially isolated are unlikely to
that of the rare objective and low subjective isolation group. The as- do better in terms of social isolation. Our research advanced the
sociations held even after controlling for covariates (sociodemo- literature by incorporating both subjective and objective dimensions
graphic characteristics and health‐related behaviors; Model 2a). For of social isolation and identified the most socially isolated group.
depressive symptoms, belonging to the severe and moderate isolation Regarding the association between social isolation trajectory
groups, rather than the rare objective and low subjective isolation patterns and health outcomes, our findings are largely consistent
group, increased the expected CES‐D scores by 1.28 and 0.74 scale with the existing literature. But we provided more information about
points, respectively (Model 1b). The differences were reduced after the health gradient of social isolation. Across all four health out-
adjusting for the covariates (Model 2b). The some objective and rare comes, the rare objective and low subjective isolation group showed the
subjective isolation group did not significantly differ from the rare best performance, followed by the some objective and rare subjective
objective and low subjective isolation group in depressive symptoms. isolation group, the moderate isolation group, and the severe isolation
For the other two health outcomes—memory deficits and self‐rated group. The best health outcomes associated with the first group, even
health, both the unadjusted and adjusted models (Models 3c‐3d, 4c‐ after adjusting for sociodemographic characteristics and health‐
4d) provided further evidence of the “class” gradient as described related behavior, are interesting. This group had high social
above. engagement scores—a lot higher than the other three groups.
Perhaps active social engagement offers substantial health benefits,
more than those derived from the subjective experience of high so-
4 | DISCUSSION cial support and low loneliness (the some objective and rare subjective
isolation group). However, reverse causation may be another expla-
Using latent class growth analysis with multiple social isolation in- nation: Good health enables individuals to have high levels of social
dicators and longitudinal data from a nationally representative engagement.
sample of adults aged over 50 years, this study depicts a more Our findings have practice implications. First, the prevalence of
comprehensive and nuanced picture of social isolation in middle and severe (15.4%) and moderate (37.6%) isolation among Americans
late adulthood than previous studies. Four distinct patterns of social aged over 50 years should be a major concern for policymakers.
isolation trajectories emerged from our data: severe (objective and Recognizing the magnitude and severity of loneliness, the United
subjective) isolation (15.4% of the sample), moderate (objective and Kingdom has established the Ministry for Loneliness and imple-
subjective) isolation (37.6%), rare objective and low subjective isolation mented the Loneliness Strategy. Our findings suggest that a national
(11.6%), and some objective and rare subjective isolation (35.4%). The strategy to address social isolation may be needed in the United
prevalence of the first two groups (severe and moderate isolation, States, especially when considering that during this global pandemic
together 53% of the sample) in our data is in line with findings re- social distancing is an important strategy for controlling the spread of
ported by McHugh et al (2017) that 40‐50% of individuals aged over the coronavirus virus. Second, given the stability of social isolation
50 years in Ireland and England were high in both objective and patterns, great efforts should be made to identify early individuals at
subjective isolation. risk of social isolation. One promising venue at which to intervene is
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TABLE 3 Associations of social isolation trajectory patterns with health: mixed effect linear models (unweighted)
Fixed part
Patterns of social isolation trajectories (ref. = rare objective and low subjective isolation)
Severe isolation 1.79*** 1.28*** 1.71*** 0.83*** 1.17*** 0.94*** 0.82*** 0.58***
T A B L E 3 (Continued)
Random part
Note: Cell estimates represent unstandardized coefficients and standard errors (in parentheses). Omitted categories for female, partnered, employed,
drinking, and smoking are male, non‐partnered, unemployed, not drink, and not smoke.
*
p < 0.05, **p < 0.01, ***
p < 0.001.
F I G U R E 2 Estimates for each social isolation trajectory type on functional limitations, depressive symptoms, memory deficits, and self‐
rated health. Estimates were based on mixed‐effect linear regression models (Table 3, Models 2a–2d); The vertical lines represent the 95%
confidence intervals; MI, moderate isolation; SI, severe isolation; SORSI, some objective and rare subjective isolation; ROLSI, rare objective and
low subjective isolation
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