And?

It's a statistically significant sample size. If you think 20% of employers are doomed let's see your puts.

I'm invested significantly in a competitor payroll company carving out an underserved niche market. It is well loved by its customers and rapidly becoming that industry's default choice.

That's not the same thing at all. You said any company using ADP was doomed. Ergo you should be betting against all these companies.

If anything your investment in an ADP competitor significantly undermines your credibility.

I didn't say doomed. I said I would have a grim picture of the future.

That is not the same thing. You may interpret it that way, but that's you. I think companies using ADP correlates highly with companies treating their employees like shit. I also think companies using ADP correlates with underperformance in current market conditions.