The cost per seated driver has doubled. Retention hasn't.
Driver supply is structurally constrained. Cost-per-hire keeps climbing. AI bots drive higher apply rates and lower stick rates. Most recruiting shops are running the old playbook into a market that needs the new one.
Supply Is Structurally Tight
Clearinghouse prohibited-status counts climb every quarter. CDL training pathways have narrowed. Enforcement of Dalilah's Law and the Connor's Law amendment is tightening the qualified pool further. This isn't cyclical. It's structural.
Apply Rates Lie
AI-only recruiting shops are getting more applications completed than ever. They're also losing drivers before orientation. Carriers paying per-application are paying for a metric that doesn't predict retention. Cost per seated driver tells the real story.
Retention Is The Recruiting Problem
Equipment is the #1 most-cited reason drivers leave. Compensation is second. Operations is third. Most recruiters can't address any of those. We connect carriers to equipment partners so the cycle stays moving — aging iron out, newer iron in — and the seat doesn't go cold at 60 days. Three lanes, one operator, because retention is one problem with multiple causes.